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Morningstar

Natixis Sustainable Future 2050 N NSFKX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 10.84  /  1.28 %
  • Total Assets 15.0 Mil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.10%
  • Turnover 40%

USD | NAV as of Sep 26, 2023 | 1-Day Return as of Sep 26, 2023, 10:24 PM GMT+0

Morningstar’s Analysis NSFKX

Will NSFKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NSFKX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NSFKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of NSFKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This ESG-focused target date series asks a lot of its small team.

Associate Analyst Mahi Roy

Mahi Roy

Associate Analyst

Summary

The Natixis Sustainable Future target-date series features a reasonable glide path and decent underlying funds, but it lacks the resources of more established target-date peers. Its Morningstar Analyst Rating remains Neutral.

by Mahi Roy
Rated on Published on

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Portfolio Holdings NSFKX

More NSFKX Holdings
  • Current Portfolio Date
  • Equity Holdings 434
  • Bond Holdings 140
  • Other Holdings 9
  • % Assets in Top 10 Holdings 39.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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