Mutual fund
Natixis Sustainable Future 2050 Fund
TickerNSFKX
Fund manager
Gender equality score
50
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Natixis Sustainable Future 2050 Fund NSFKX
Environment
Social
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This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Does not screen investments on diversity and equal employment opportunity policies. More
US-SIF member fund managers: want to update your statement? Contact us
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. Mirvac Group0.01% of assets$1,303 invested
- 2. Diageo PLC0.07% of assets$8,573 invested
- 3. Allianz SE0.06% of assets$6,936 invested
- 4. UBS Group AG0.05% of assets$5,893 invested
- 5. National Grid PLC0.04% of assets$4,516 invested
- 6. Westpac Banking Corp0.02% of assets$2,054 invested
- 7. GPT Group0.01% of assets$1,586 invested
- 8. L'Oreal SA0.25% of assets$29,200 invested
- 9. ASX Ltd0.01% of assets$1,742 invested
- 10. Standard Chartered PLC0.01% of assets$1,746 invested
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. Trustmark Corp0.14% of assets$16,757 invested
- 2. Select Medical Holdings Corp0.05% of assets$5,959 invested
- 3. Chemed Corp0.1% of assets$11,740 invested
- 4. CRISPR Therapeutics AG0.11% of assets$13,089 invested
- 5. Globus Medical Inc Class A0.06% of assets$7,055 invested
- 6. Fabrinet0.1% of assets$11,911 invested
- 7. Keyence Corp0.27% of assets$32,367 invested
- 8. International Bancshares Corp0.12% of assets$14,186 invested
- 9. PACCAR Inc0.18% of assets$21,279 invested
- 10. Steel Dynamics Inc0.13% of assets$14,948 invested
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Financial performance
Performance data provided by
Find more financial data on NSFKX at Morningstar.com
Find more financial data on NSFKX at Morningstar.comGender Equality and Returns
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.
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