Natixis Sustainable Future 2050 Fund
Fund offered by:
Natixis Funds
Ticker: NSFKXMember of USSIFsocially responsible
Fossil fuel grade: Fossil fuel exposure of 3.79% places the fund in the range of between 3% and 5.5% exposure. Assigned a grade of C.Fossil fuel exposure of 3.79% places the fund in the range of between 3% and 5.5% exposure. Assigned a grade of C.How we track fossil fuel investments
C
$277,229
in fossil fuel investments
63
fossil fuel stocks found
3.79%
of assets flagged
Data as of 7/31/21
Fossil fuel holdings
  For each fossil fuel category, we show the fund's exposure, if we found any. Click a category to see the breakdown of companies. When calculating a portfolio's exposure to a screen list, we only consider long investments, ignoring any shorts or liabilities.
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
22
holdings
$122,152
invested
1.67%
of portfolio
Coal industry
Coal industry
Coal miners and owners of coal reserves
9
holdings
$25,722
invested
0.35%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
32
holdings
$167,109
invested
2.29%
of portfolio
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
1
holdings
$11,632
invested
0.16%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
29
holdings
$105,405
invested
1.44%
of portfolio
Investments in major fossil fuel companies:
EOG Resources Inc
Carbon Underground 200 Top 200 carbon reserves
$27,687 invested
ConocoPhillips
Carbon Underground 200 Top 200 carbon reserves
$16,706 invested
APA Corp
Carbon Underground 200 Top 200 carbon reserves
$16,650 invested
Diamondback Energy Inc
Carbon Underground 200 Top 200 carbon reserves
$12,495 invested
American Electric Power Co Inc
Macroclimate 30 Top 30 coal-fired power
$11,632 invested
TotalEnergies SE
Carbon Underground 200 Top 200 carbon reserves
$6,520 invested
All fossil fuel companies
63 holdings
63 holdings
  • 1. EOG Resources Inc
    Carbon Underground 200Oil/gas industry
    $27,687
    0.38%
  • 2. Schlumberger Ltd
    Oil/gas industry
    $18,912
    0.26%
  • 3. ConocoPhillips
    Carbon Underground 200Oil/gas industry
    $16,706
    0.23%
  • 4. APA Corp
    Carbon Underground 200Oil/gas industry
    $16,650
    0.23%
  • 5. NextEra Energy Inc
    Fossil-fired utility
    $14,645
    0.2%
See all
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Natixis Sustainable Future 2050 Fund $NSFKX is 3.79% invested in fossil fuel stocks, with $277,229 invested across 63 equity holdings
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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: 9/30/21
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
 3-yr returns 
-2.51% less in annualized returns
Less invested in fossil fuels 
2.86% less invested
More invested in Clean200 
1.78% more 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: 9/30/21
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
 3-yr returns 
-2.51% less in annualized returns
Less invested in fossil fuels 
2.86% less invested
More invested in Clean200 
1.78% more 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: 9/30/21
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
 3-yr returns 
-2.51% less in annualized returns
Less invested in fossil fuels 
2.86% less invested
More invested in Clean200 
1.78% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
NSFKX - Natixis Sustainable Future 2050 Fund
29%
13%
/
/
3.79% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
16%
17%
17%
6.65% 
Fund compared to benchmark
 
-0.55%
-2.51%
/
/
2.86%  lower
Find more financial data on NSFKX at Morningstar.com
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