Natixis Target Retiremet 2050

Shareclass

Natixis Target Retirement 2050 N (NSFKX)

Type

Open-end mutual fund

Manager

Natixis Funds

Target date

Natixis Target Retirement Series

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

40.4

percentile

Universe: Groups

Group: Allocation Funds

Ranking: 323 out of 540 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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
$11,284 invested
2. QBE Insurance Group Ltd
0.02% of assets
$5,666 invested
3. Allianz SE
0.07% of assets
$20,864 invested
4. Sanofi SA
0.16% of assets
$44,085 invested
5. AstraZeneca PLC
0.57% of assets
$160,398 invested
6. ASX Ltd
0.01% of assets
$3,403 invested
7. Standard Chartered PLC
0.02% of assets
$4,427 invested
8. GSK PLC
0.04% of assets
$10,489 invested
9. National Grid PLC
0.13% of assets
$36,475 invested
10. Westpac Banking Corp
0.02% of assets
$6,691 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. Liberty Broadband Corp Registered Shs Series -C-
0.1% of assets
$28,215 invested
2. Chemed Corp
0.09% of assets
$25,234 invested
3. Shopify Inc Registered Shs -A- Subord Vtg
0.55% of assets
$154,082 invested
4. CRISPR Therapeutics AG
0.06% of assets
$17,085 invested
5. Coupang Inc Ordinary Shares - Class A
0.28% of assets
$77,385 invested
6. Waste Connections Inc
0.15% of assets
$41,520 invested
7. Reliance Inc
0.09% of assets
$25,556 invested
8. Ollie's Bargain Outlet Holdings Inc
0.05% of assets
$13,146 invested
9. SouthState Corp
0.17% of assets
$46,570 invested
10. Wingstop Inc
0.05% of assets
$12,913 invested

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Financial performance

Performance data provided by

Find 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

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

3.85% 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

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

3.85% 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

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

3.85% 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

Performance as of date: 4/30/25

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
NSFKX - Natixis Target Retiremet 2050

9.19%

9.56%

12%

54 / 100 points

Benchmark

12%

16%

12%

55 / 100 points

Fund compared to benchmark

-2.87%

-2.59%

-3.85%

1 / 100 points lower

Find more financial data on NSFKX at Morningstar.com

What's next?

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