Natixis Sustainable Future 2015 Fund

Frequently Asked Questions About NSFBX

What does NSFBX invest in?

This fund employs an asset allocation strategy crafted for investors nearing retirement around the specific target year noted in its name. Its capital is diversified across various investment segments and subsidiary funds. These underlying holdings are overseen by the primary advisor or affiliated management entities, which directly purchase financial instruments. Adhering to a predetermined "glide path," the fund's asset allocation will systematically grow more conservative, gradually decreasing its equity exposure while expanding its fixed-income investments, a process that continues for roughly ten years beyond its designated target year.

What is the expense ratio of NSFBX?

Natixis Sustainable Future 2015 Fund (NSFBX) charges an expense ratio of 0.44%. This is the annual fee deducted from fund assets to cover management and operations.

How big is NSFBX?

Natixis Sustainable Future 2015 Fund (NSFBX) manages $2.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is NSFBX actively managed or an index fund?

NSFBX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was NSFBX launched?

Natixis Sustainable Future 2015 Fund (NSFBX) launched in February 2017 and is managed by Natixis.

How has NSFBX performed?

NSFBX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.