Gender equality score
47
/ 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
23/40
Equal compensation and work life balance
7/30
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]
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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. National Grid PLC0.04% of assets$4,358 invested
- 2. Westpac Banking Corp0.03% of assets$2,670 invested
- 3. L'Oreal SA0.22% of assets$22,319 invested
- 4. Procter & Gamble Co0.18% of assets$18,303 invested
- 5. Cummins Inc0.13% of assets$13,622 invested
- 6. Transurban Group0.04% of assets$3,631 invested
- 7. Mirvac Group0.01% of assets$1,088 invested
- 8. Diageo PLC0.08% of assets$8,504 invested
- 9. Sanofi SA0.21% of assets$21,041 invested
- 10. AstraZeneca PLC0.14% of assets$14,343 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 Corp0.11% of assets$11,682 invested
- 2. Select Medical Holdings Corp0.05% of assets$4,861 invested
- 3. Chemed Corp0.1% of assets$9,828 invested
- 4. CRISPR Therapeutics AG0.13% of assets$12,951 invested
- 5. Cognex Corp0.1% of assets$10,483 invested
- 6. Arrowhead Pharmaceuticals Inc0.06% of assets$6,002 invested
- 7. Globus Medical Inc Class A0.05% of assets$5,496 invested
- 8. GameStop Corp Class A0.03% of assets$3,002 invested
- 9. Enphase Energy Inc0.09% of assets$8,877 invested
- 10. Six Flags Entertainment Corp0.06% of assets$5,663 invested
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Financial performance
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Find more financial data on NSFKX at Morningstar.com

Gender Equality and Returns

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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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