Natixis Sustainable Future 2050 Fund | Gender equality score

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 PLC
0.04% of assets
$4,358 invested
2. Westpac Banking Corp
0.03% of assets
$2,670 invested
3. L'Oreal SA
0.22% of assets
$22,319 invested
4. Procter & Gamble Co
0.18% of assets
$18,303 invested
5. Cummins Inc
0.13% of assets
$13,622 invested
6. Transurban Group
0.04% of assets
$3,631 invested
7. Mirvac Group
0.01% of assets
$1,088 invested
8. Diageo PLC
0.08% of assets
$8,504 invested
9. Sanofi SA
0.21% of assets
$21,041 invested
10. AstraZeneca PLC
0.14% 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 Corp
0.11% of assets
$11,682 invested
2. Select Medical Holdings Corp
0.05% of assets
$4,861 invested
3. Chemed Corp
0.1% of assets
$9,828 invested
4. CRISPR Therapeutics AG
0.13% of assets
$12,951 invested
5. Cognex Corp
0.1% of assets
$10,483 invested
6. Arrowhead Pharmaceuticals Inc
0.06% of assets
$6,002 invested
7. Globus Medical Inc Class A
0.05% of assets
$5,496 invested
8. GameStop Corp Class A
0.03% of assets
$3,002 invested
9. Enphase Energy Inc
0.09% of assets
$8,877 invested
10. Six Flags Entertainment Corp
0.06% of assets
$5,663 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 Sustainable Future 2050 Fund

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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.

Benchmarking tool

Current fund

NSFKX

Natixis Sustainable Future 2050 Fund

Family

Natixis Funds

Category

Target-Date 2050

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vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

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Fund comparison settings

Investment timeline

Performance as of: 6/30/22

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

4.38% less in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 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 Sustainable Future 2050 Fund

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: 6/30/22

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

4.38% less in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 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 Sustainable Future 2050 Fund

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: 6/30/22

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

4.38% less in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 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: 6/30/22

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 Sustainable Future 2050 Fund

-18.98%

5.29%

6.9%

47 / 100 points

Benchmark

-10.64%

11%

13%

50 / 100 points

Fund compared to benchmark

-8.34%

-5.27%

-4.38%

3 / 100 points lower

Find more financial data on NSFKX at Morningstar.com

What's next?

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