Natixis Target Retirement Series

Natixis Funds
Rated as Natixis Target Retiremet 2050
Portfolio date Sep 2024

Environment
scorecard

Fossil fuels
Fossil fuels
Fair
Fossil fuel finance
Fossil fuel finance
Poor
Fossil fuel insurance
Fossil fuel insurance
Fair
Deforestation
Deforestation
Fair

Social
scorecard

Gender equality
Gender equality
Poor
Civilian firearms
Civilian firearms
Fair
Prison industrial complex
Prison industrial complex
Fair
Military weapons
Military weapons
Poor
Tobacco
Tobacco
Fair

Fossil fuel grade
The Natixis Target Retirement Series is 4.75% invested in fossil fuels.

Fossil fuel grade

C
Fossil fuel exposure of 4.75% places the fund in the C tier, between 3% and 5.5% exposure.
4.75% invested in fossil fuels.
Screen# of holdings% of portfolio
Top 200 carbon reserve owners242.21%
Coal industry110.46%
Oil/gas industry573.97%
Top 30 coal-fired utilities20.18%
Fossil-fired utilities271.15%
All fossil fuel screens724.75%
Top 200 carbon reserve owners
Top 5 holdings

Top 200 carbon reserve owners

  1. ConocoPhillips
    0.37%
  2. EOG Resources Inc
    0.35%
  3. Exxon Mobil Corp
    0.29%
  4. APA Corp
    0.2%
  5. Chevron Corp
    0.16%
Coal industry
Top 5 holdings

Coal industry

  1. Alliant Energy Corp
    0.09%
  2. FirstEnergy Corp
    0.07%
  3. CSX Corp
    0.06%
  4. Idacorp Inc
    0.06%
  5. Air Products & Chemicals Inc
    0.05%
Oil/gas industry
Top 5 holdings

Oil/gas industry

  1. Phillips 66
    0.38%
  2. ConocoPhillips
    0.37%
  3. EOG Resources Inc
    0.35%
  4. Exxon Mobil Corp
    0.29%
  5. Mitsubishi Heavy Industries Ltd
    0.26%
Top 30 coal-fired utilities
Top 2 holdings

Top 30 coal-fired utilities

  1. PPL Corp
    0.1%
  2. Evergy Inc
    0.08%
Fossil-fired utilities
Top 5 holdings

Fossil-fired utilities

  1. PPL Corp
    0.1%
  2. Alliant Energy Corp
    0.09%
  3. Evergy Inc
    0.08%
  4. New Jersey Resources Corp
    0.08%
  5. ONE Gas Inc
    0.07%
Company research provided by
FFF SolutionsMacroclimateUrgewald Global Coal Exit List

All funds in this target date series

A target date fund series consist of around 10 or 12 different funds, each with their own "target date" marketed at different age demographics. We use the 2050 fund to assign ratings to target date fund series - this is the fund that would be marketed to savers looking to retire around the year 2050. As time progresses and this "target date" approaches, the portfolio mix of the fund shifts away from stocks and towards bonds and other less-risky investments. Usually, the mix of stocks in the portfolio stays the same across a target date fund series, meaning if you are invested in a fund from this target date series that is dated closer to today than 2050, you're likely invested in the same companies flagged above, but you may have lower levels of exposure. We currently only have detailed results for the 2050 version of this target date fund series.

Natixis Target Retiremet 2015
Natixis Target Retiremet 2020
Natixis Target Retiremet 2025
Natixis Target Retiremet 2030
Natixis Target Retiremet 2035
Natixis Target Retiremet 2040
Natixis Target Retiremet 2045
Natixis Target Retiremet 2050
Natixis Target Retiremet 2055
Natixis Target Retiremet 2060
Natixis Target Retiremet 2065

All tickers for this target date series

Tickers for each shareclass available from every fund in this target date series.

NSFBX
NSFDX
NSFEX
NSFFX
NSFGX
NSFHX
NSFJX
NSFKX
NSFLX
NSFMX
NSFOX



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