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.
Natixis Sustainable Future 2060 N NSFMX
- NAV / 1-Day Return 11.73 / −0.59 %
- Total Assets 14.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.550%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Target-Date 2060
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.02%
- Turnover 31%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0
Morningstar’s Analysis NSFMX
Will NSFMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Mirova International Sustainable Eq N | 8.96 | 1.2 Mil | — |
WCM Focused International Growth Instl | 8.96 | 1.2 Mil | — |
iShares ESG Aware MSCI EAFE ETF | 8.94 | 1.2 Mil | — |
WCM Focused Emerging Markets Instl | 5.53 | 761,518 | — |
Fixed Inc Clearing Corp.Repo | 3.57 | 491,903 | Cash and Equivalents |
NVIDIA Corp | 1.61 | 222,305 | Technology |
Amazon.com Inc | 1.55 | 213,349 | Consumer Cyclical |
Mirova Global Green Bond N | 1.50 | 206,497 | — |
Meta Platforms Inc Class A | 1.26 | 173,016 | Communication Services |
Microsoft Corp | 1.20 | 165,456 | Technology |