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Natixis Funds Trust IV

CIK: 0001095726 Equity
Report date: 2026-03-30
AUM $35M
Expense Ratio —
Category Equity
State MA
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-03-30

About this Fund

Natixis Funds Trust IV is a leading mutual fund company that specializes in providing a wide range of investment solutions to individual and institutional investors, catering to diverse financial objectives and risk tolerance levels. As a prominent player in the asset management industry, the company offers a comprehensive suite of mutual funds, including equity, debt, hybrid, and money market funds, designed to help investors build a robust and diversified portfolio. With a strong commitment to wealth management, Natixis Funds Trust IV empowers investors to achieve their long-term financial goals through a systematic investment plan, or SIP, which enables them to invest a fixed amount of money at regular intervals, thereby reducing the impact of market volatility. The company's investment approach is centered around a thorough understanding of the markets, backed by rigorous research and analysis, to identify opportunities that can generate consistent returns over the long term. Natixis Funds Trust IV's team of experienced investment professionals works closely with investors to understand their unique needs and preferences, creating customized investment solutions that align with their financial objectives and risk profiles. The company's equity funds, for instance, focus on investing in a mix of established companies with strong growth potential, while its debt funds concentrate on generating regular income through investments in high-quality bonds and other fixed-income securities. Additionally, the hybrid funds offered by Natixis Funds Trust IV aim to strike a balance between growth and income, making them an attractive option for investors seeking a blend of capital appreciation and regular returns. Natixis Funds Trust IV's key strengths lie in its ability to deliver consistent performance, backed by a robust investment process and a strong risk management framework. The company's investment approach is centered around a long-term perspective, with a focus on creating value for investors through a disciplined and patient approach to investing. As a result, investors trust Natixis Funds Trust IV for its commitment to transparency, accountability, and customer-centricity, which are the core values that drive the company's operations. With a strong reputation for delivering high-quality investment solutions, Natixis Funds Trust IV has established itself as a trusted partner for investors seeking to navigate the complexities of the financial markets and achieve their wealth management objectives. By leveraging its expertise in asset management and investment, the company continues to innovate and expand its product offerings, ensuring that investors have access to a wide range of mutual funds that cater to their diverse needs and preferences.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

15 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AMH American Homes 4 Rent Since 2026-05-10 02665T306 Equity (Common)
2.43%
 $0.84 26,940
2 BRX Brixmor Property Group Inc Since 2026-05-10 11120U105 Equity (Common)
3.26%
 $1.13 42,230
3 BNL Broadstone Net Lease Inc Since 2026-05-10 11135E203 Equity (Common)
2.88%
 $1.00 53,930
4 CUBE CubeSmart Since 2026-05-10 229663109 Equity (Common)
3.08%
 $1.07 28,440
5 CURB Curbline Properties Corp Since 2026-05-10 23128Q101 Equity (Common)
1.99%
 $0.69 28,400
6 DLR Digital Realty Trust Inc Since 2026-05-10 253868103 Equity (Common)
3.83%
 $1.33 8,000
7 EQIX Equinix Inc Since 2026-05-10 29444U700 Equity (Common)
4.89%
 $1.70 2,065
8 ESS Essex Property Trust Inc Since 2026-05-10 297178105 Equity (Common)
2.71%
 $0.94 3,730
9 HIW Highwoods Properties Inc Since 2026-05-10 431284108 Equity (Common)
3.67%
 $1.27 49,250
10 LXP LXP Industrial Trust Since 2026-05-10 529043408 Equity (Common)
2.77%
 $0.96 19,380
11 PSA Public Storage Since 2026-05-10 74460D109 Equity (Common)
0.65%
 $0.22 810
12 RHP Ryman Hospitality Properties Inc Since 2026-05-10 78377T107 Equity (Common)
0.93%
 $0.32 3,418
13 SPG Simon Property Group Inc Since 2026-05-10 828806109 Equity (Common)
3.82%
 $1.33 6,930
14 VICI VICI Properties Inc Since 2026-05-10 925652109 Equity (Common)
3.19%
 $1.10 39,340
15 WELL Welltower Inc Since 2026-05-10 95040Q104 Equity (Common)
10.07%
 $3.49 18,550
Frequently Asked Questions — Natixis Funds Trust IV
What type of mutual fund is Natixis Funds Trust IV?
Natixis Funds Trust IV is a SEC-registered Equity fund, with $35M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, Natixis Funds Trust IV holds 15 portfolio positions, all detailed in the holdings table on this page.
What are Natixis Funds Trust IV's assets under management (AUM)?
Natixis Funds Trust IV has $35M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Natixis Funds Trust IV's top holdings?
According to Natixis Funds Trust IV's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include American Homes 4 Rent, Brixmor Property Group Inc, Broadstone Net Lease Inc , among others. The complete list of all 15 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Natixis Funds Trust IV's expense ratio?
Expense ratio data for Natixis Funds Trust IV is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Natixis Funds Trust IV's SEC filings?
Natixis Funds Trust IV is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001095726. You can access all of Natixis Funds Trust IV's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001095726). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Natixis Funds Trust IV's holdings data on StockSifting?
Holdings data for Natixis Funds Trust IV on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.