Natixis Target Retirement Series

Natixis Funds
Rated as Natixis Target Retiremet 2050
Portfolio date Jun 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

Prison industrial complex grade
The Natixis Target Retirement Series has 0.62% exposure to the high-risk prison industrial complex screen.

Prison industrial complex grade

C
Exposure to higher-risk prison industrial complex screen of 0.62% places the fund in the C tier, between 0% and 1% exposure.
8.96% invested in companies involved in the prison industrial complex.
Screen# of holdings% of portfolio
Private prison operators00%
Prison industrial complex, high-risk140.62%
Prison industry204.54%
Border industry317.53%
All prison industrial complex screens428.96%
Prison industrial complex, high-risk
Top 5 holdings

Prison industrial complex, high-risk

  1. RTX Corp
    0.12%
  2. Lockheed Martin Corp
    0.1%
  3. Aramark
    0.06%
  4. L3Harris Technologies Inc
    0.05%
  5. Thomson Reuters Corp
    0.05%
Prison industry
Top 5 holdings

Prison industry

  1. Amazon.com Inc
    1.22%
  2. Microsoft Corp
    1.17%
  3. The Kroger Co
    0.52%
  4. General Motors Co
    0.48%
  5. Walmart Inc
    0.2%
Border industry
Top 5 holdings

Border industry

  1. Alphabet Inc
    1.83%
  2. Amazon.com Inc
    1.22%
  3. Microsoft Corp
    1.17%
  4. Salesforce Inc
    0.66%
  5. General Motors Co
    0.48%
Company research sourced from
American Friends Service Committee

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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