Mutual fund
Natixis Sustainable Future 2050 Fund
Fund manager
Natixis Funds
Ticker NSFKXMember of USSIFsocially responsible
Fossil fuel grade: Fossil fuel exposure of 4.52% places the fund in the range of between 3% and 5.5% exposure. Assigned a grade of C.Fossil fuel exposure of 4.52% 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
Investments in major fossil fuel companies
EOG Resources Inc
Carbon Underground 200Top 200 carbon reserves
$54,250
ConocoPhillips
Carbon Underground 200Top 200 carbon reserves
$48,600
APA Corp
Carbon Underground 200Top 200 carbon reserves
$45,876
Diamondback Energy Inc
Carbon Underground 200Top 200 carbon reserves
$22,892
American Electric Power Co Inc
Macroclimate 30Top 30 coal-fired power
$15,365
Exxon Mobil Corp
Carbon Underground 200Top 200 carbon reserves
$14,701
Fossil fuel holdings
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
30
holdings
$305,722
invested
2.81%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
12
holdings
$48,801
invested
0.45%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
45
holdings
$415,293
invested
3.82%
of portfolio
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
1
holdings
$15,365
invested
0.14%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
24
holdings
$115,285
invested
1.06%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
62 holdings
62 holdings
  • 1. EOG Resources Inc
    Carbon Underground 200Oil/gas industry
    $54,250
    0.5%
  • 2. ConocoPhillips
    Carbon Underground 200Oil/gas industry
    $48,600
    0.45%
  • 3. APA Corp
    Carbon Underground 200Oil/gas industry
    $45,876
    0.42%
  • 4. Diamondback Energy Inc
    Carbon Underground 200Oil/gas industry
    $22,892
    0.21%
  • 5. KKR & Co Inc Ordinary Shares
    Oil/gas industry
    $20,406
    0.19%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
Natixis Sustainable Future 2050 Fund $NSFKX is 4.52% invested in fossil fuel stocks, with $491,063 invested across 62 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: 5/31/22
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 
-4.52% less in annualized returns
Less invested in fossil fuels 
5.15% less invested
Less invested in Clean200 
6.73% 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: 5/31/22
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 
-4.52% less in annualized returns
Less invested in fossil fuels 
5.15% less invested
Less invested in Clean200 
6.73% 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: 5/31/22
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 
-4.52% less in annualized returns
Less invested in fossil fuels 
5.15% less invested
Less invested in Clean200 
6.73% less 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
-11.43%
11%
8.83%
/
4.52% 
Benchmark
IVV - iShares Core S&P 500 ETF
-0.33%
16%
13%
14%
9.67% 
Fund compared to benchmark
 
-11.1%
-5.82%
-4.52%
/
5.15%  lower
Find more financial data on NSFKX at Morningstar.com
What's next?
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