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Natixis Sustainable Future 2050 N NSFKX

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%

Morningstar’s Analysis NSFKX

Will NSFKX outperform in future?

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

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.

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Portfolio Holdings NSFKX

  • 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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