Natixis Sustainable Future 2015 Fund
NSFBX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Boston MA 02116 Boston MA United States of America 02116
- IPO Date
- Feb 28, 2017
- CIK
- 0001095726
- Similar Companies
- Business
- Natixis Sustainable Future 2015 Fund (NSFBX) is a target-date mutual fund that seeks the highest total return consistent with its current asset allocation by employing a sustainable investing strategy designed for investors planning to retire around 2015. The fund offers a diversified portfolio of underlying mutual funds and exchange-traded funds focused on environmental, social, and governance (ESG) criteria, including equity funds such as WCM Focused International Growth Fund Institutional Class and iShares ESG Aware MSCI EAFE ETF; fixed income funds like Loomis Sayles Inflation Protected Securities Fund, Loomis Sayles Limited Term Government and Agency Fund, and Mirova Global Green Bond Fund; and other segments emphasizing green bonds, inflation-protected securities, and low-volatility international growth. It operates within the target-date fund segment of the mutual fund industry, targeting retirement savers with a glide path that shifts allocations toward conservative fixed income as the target date approaches and beyond, with deviations of plus or minus 10% from targeted percentages. Part of Natixis Funds Trust IV and managed by Natixis Investment Managers (formerly Natixis Asset Management), the fund was launched prior to 2017 as one of ten funds in the Sustainable Future series ranging from 2015 to 2065 target dates, with headquarters aligned to Natixis Investment Managers in Boston, Massachusetts. It serves U.S. investors through broker-dealers and retirement plans, with Class N shares featuring a net expense ratio of 0.55% under a contractual fee waiver expiring in 2022 (potentially extended). Assets under management stood at approximately $4.3 million as of April 2023. In recent developments, the fund earned the 2021 Refinitiv Lipper Fund Award as the best Mixed-Asset Target 2015 Fund over three years ending November 2020, highlighting its consistent risk-adjusted performance among peers. However, Natixis Sustainable Future Funds, including NSFBX, face pending liquidation later in 2025, prompting plan sponsors to evaluate ESG-focused replacements such as those from Putnam and Franklin Templeton. The series maintains a focus on sustainable asset allocation amid broader Natixis commitments to net-zero emissions trajectories and expanded ESG integration across its platform.