Natixis Sustainable Future 2050 Fund

Shareclass
Natixis Sustainable Future 2050 N (NSFKX)
Type
Open-end mutual fund
Sustainability mandate
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up less than 1% of the portfolio. Assigned a grade of C.
C
$2.04 MILLION
Prison industrial complex
42
flagged holdings
8.83%
of assets flagged
Data as of 31 Mar 2024
Flagged investments:
$2.04 MILLION, 8.83% of assets
Higher risk:
$162,520, 0.7% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
20
holdings
$1.05M
invested
4.57%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
31
holdings
$1.69M
invested
7.32%
of portfolio
All flagged holdings
42 holdings
42 holdings
  • 1.  Amazon.com Inc
    Prison industryBorder industry
    $273,276
    1.19%
  • 2.  Microsoft Corp
    Prison industryBorder industry
    $264,212
    1.15%
  • 3.  Alphabet Inc Class C
    Border industry
    $226,867
    0.98%
  • 4.  Salesforce Inc
    Border industry
    $142,759
    0.62%
  • 5.  Alphabet Inc Class A
    Border industry
    $142,478
    0.62%
Higher risk
Private prison operator
See all
Natixis Sustainable Future 2050 Fund $NSFKX is 8.83% ($2.04 MILLION) invested in companies with prison involvement
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Financial performance
Performance data provided byMorningstarFind more financial data on NSFKX at Morningstar.com
Current fund
NSFKX
Natixis Sustainable Future 2050 Fund
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: 5/31/24
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 
-4.87% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.1% less invested
Less invested in higher risk companies, border industry 
0.63% less invested
Less invested in higher risk companies 
0.62% less invested
Less invested in all screened prison industry companies 
10.95% less invested
Less invested in all screened border industry companies 
11.35% less invested
Less invested in all screened companies 
14.31% less invested
Current fund
NSFKX
Natixis Sustainable Future 2050 Fund
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: 5/31/24
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 
-4.87% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.1% less invested
Less invested in higher risk companies, border industry 
0.63% less invested
Less invested in higher risk companies 
0.62% less invested
Less invested in all screened prison industry companies 
10.95% less invested
Less invested in all screened border industry companies 
11.35% less invested
Less invested in all screened companies 
14.31% less invested
Current fund
NSFKX
Natixis Sustainable Future 2050 Fund
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: 5/31/24
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 
-4.87% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.1% less invested
Less invested in higher risk companies, border industry 
0.63% less invested
Less invested in higher risk companies 
0.62% less invested
Less invested in all screened prison industry companies 
10.95% less invested
Less invested in all screened border industry companies 
11.35% less invested
Less invested in all screened companies 
14.31% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
NSFKX - Natixis Sustainable Future 2050 Fund
20%
3.19%
11%
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
28%
9.54%
16%
13%
0% 
Fund compared to benchmark
 
-8.54%
-6.34%
-4.87%
/
Same
Find more financial data on NSFKX at Morningstar.com
What's next?
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Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
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More from Invest Your Values
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