Natixis Target Retiremet 2050

Shareclass
Natixis Target Retirement 2050 N (NSFKX)
Type
Open-end mutual fund
Target date
Natixis Target Retirement Series
Sustainability mandate
Gender equality score
Gender equality score

54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

D
32
percentile

Universe: Groups

Group: Allocation Funds

Ranking: 482 out of 707 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
26/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
9/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Transurban Group
    0.04% of assets
    $11,493 invested
  • 2. Diageo PLC
    0.06% of assets
    $14,770 invested
  • 3. QBE Insurance Group Ltd
    0.02% of assets
    $5,086 invested
  • 4. Sanofi SA
    0.15% of assets
    $39,489 invested
  • 5. AstraZeneca PLC
    0.6% of assets
    $154,974 invested
  • 6. Standard Chartered PLC
    0.01% of assets
    $3,173 invested
  • 7. GSK PLC
    0.04% of assets
    $9,415 invested
  • 8. National Grid PLC
    0.04% of assets
    $9,495 invested
  • 9. Publicis Groupe SA
    0.01% of assets
    $2,701 invested
  • 10. L'Oreal SA
    0.39% of assets
    $100,903 invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Liberty Broadband Corp Registered Shs Series -C-
    0.09% of assets
    $22,239 invested
  • 2. Chemed Corp
    0.08% of assets
    $21,096 invested
  • 3. Shopify Inc Registered Shs -A- Subord Vtg
    0.36% of assets
    $91,926 invested
  • 4. CRISPR Therapeutics AG
    0.09% of assets
    $22,572 invested
  • 5. International Bancshares Corp
    0.13% of assets
    $34,529 invested
  • 6. Canadian Natural Resources Ltd
    0.15% of assets
    $39,095 invested
  • 7. Coupang Inc Ordinary Shares - Class A
    0.27% of assets
    $68,705 invested
  • 8. Waste Connections Inc
    0.19% of assets
    $49,264 invested
  • 9. Reliance Inc
    0.09% of assets
    $24,364 invested
  • 10. SouthState Corp
    0.22% of assets
    $56,710 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on NSFKX at Morningstar.com
Gender Equality and Returns
Returns chart for Natixis Target Retiremet 2050
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
NSFKX
Natixis Target Retiremet 2050
Family
Natixis Funds
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
4.65% less  in annualized returns
Lower overall gender equality score 
1 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
NSFKX
Natixis Target Retiremet 2050
Family
Natixis Funds
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
4.65% less  in annualized returns
Lower overall gender equality score 
1 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
NSFKX
Natixis Target Retiremet 2050
Family
Natixis Funds
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
4.65% less  in annualized returns
Lower overall gender equality score 
1 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
NSFKX - Natixis Target Retiremet 2050
28%
5.63%
11%
/
54  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
36%
12%
16%
13%
55  / 100 points
Fund compared to benchmark
 
-8.08%
-6.25%
-4.65%
/
1  / 100 points lower
Find more financial data on NSFKX at Morningstar.com
What's next?
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