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Natixis Sustainable Future 2055 N (NSFLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.02-0.10 (-0.83%)
As of 08:05AM EDT. Market open.

Natixis Sustainable Future 2055 N

Boston MA 02116

399 Boylston Street, 12th Floor

Natixis Funds Trust IV

Management information
,Lead manager since 29 April 2019
Christopher Sharpe is a Senior Vice President and Portfolio Manager at Natixis Advisors, L.P. In this role, he helps to oversee the firm’s target date strategies and model portfolios. Prior to joining the firm, Mr. Sharpe worked at Fidelity Investments, managing over $225 billion in multi-asset class mutual funds and institutional accounts. He also served previously as an investment policy officer at John Hancock. Mr. Sharpe holds a bachelor’s degree in applied mathematics from Brown University. He is a CFA® Charterholder, a Fellow of the Society of Actuaries, and FINRA Series 7 licensed.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryTarget-Date 2055
Fund familyNatixis Funds
Net assets18.38M
YTD return8.08%
Yield1.07%
Morningstar rating★★★
Inception date27 Feb 2017

Fund operations

Last dividend0.01
Last cap gain4.00
Holdings turnover31.00%
Average for categoryN/A

Fees and expenses

ExpenseNSFLXCategory average
Annual report expense ratio (net)0.55%0.45%
Prospectus net expense ratio0.55%N/A
Prospectus gross expense ratio2.37%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.35%
Max deferred sales loadN/A1.47%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A