The Natixis Sustainable Future target-date series features a reasonable approach and a decent lineup of underlying investment managers. Though the team is smaller than more established target-date peers, it's sufficiently resourced to guide the series driving an Average People rating, up from Below Average.
- NAV / 1-Day Return 11.63 / 0.34 %
- Total Assets 17.2 Mil
-
Adj. Expense Ratio
- 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 1.09%
- Turnover 40%
Morningstar’s Analysis NSFKX
Will NSFKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 433
- Bond Holdings 146
- Other Holdings 9
- % Assets in Top 10 Holdings 39.0