Mutual fund
Natixis Sustainable Future 2050 Fund
TickerNSFKXMember of USSIFsocially responsible
Fund manager
Natixis Funds
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
$1.11 MILLION
Prison industrial complex
44
flagged holdings
9.28%
of assets flagged
Data as of 12/31/22
Flagged investments:
$1.11 MILLION, 9.28% of assets
Higher risk:
$88,251, 0.74% 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
23
holdings
$645,711
invested
5.42%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
38
holdings
$1.05M
invested
8.79%
of portfolio
All flagged holdings
44 holdings
44 holdings
  • 1.  Amazon.com Inc
    Prison industryBorder industry
    $172,704
    1.45%
  • 2.  Microsoft Corp
    Prison industryBorder industry
    $159,480
    1.34%
  • 3.  Alphabet Inc Class C
    Border industry
    $121,560
    1.02%
  • 4.  Salesforce Inc
    Border industry
    $79,156
    0.66%
  • 5.  Alphabet Inc Class A
    Border industry
    $63,614
    0.53%
Higher risk
Private prison operator
See all
Natixis Sustainable Future 2050 Fund $NSFKX has $1.11 MILLION invested in 44 companies involved in the prison industrial complex, amounting to 9.28% of fund assets
Tweet 
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: 2/28/23
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 
-3.31% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.11% more invested
Less invested in higher risk companies, border industry 
0.85% less invested
Less invested in higher risk companies 
0.84% less invested
Less invested in all screened prison industry companies 
9.92% less invested
Less invested in all screened border industry companies 
10.26% less invested
Less invested in all screened companies 
13.31% 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: 2/28/23
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 
-3.31% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.11% more invested
Less invested in higher risk companies, border industry 
0.85% less invested
Less invested in higher risk companies 
0.84% less invested
Less invested in all screened prison industry companies 
9.92% less invested
Less invested in all screened border industry companies 
10.26% less invested
Less invested in all screened companies 
13.31% 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: 2/28/23
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 
-3.31% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.11% more invested
Less invested in higher risk companies, border industry 
0.85% less invested
Less invested in higher risk companies 
0.84% less invested
Less invested in all screened prison industry companies 
9.92% less invested
Less invested in all screened border industry companies 
10.26% less invested
Less invested in all screened companies 
13.31% 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
-6.54%
8.95%
6.48%
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
-7.72%
12%
9.79%
12%
0% 
Fund compared to benchmark
 
1.18%
-3.17%
-3.31%
/
Same
Find more financial data on NSFKX at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
Find sustainable funds that are prison industrial complex-free
Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco: