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Natixis Vaughan Nelson Small Cap Value A (NEFJX) Fund Ranking and Research

Ranking, Research and Recommendation of Natixis Vaughan Nelson Small Cap Value A (NEFJX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) ManagerFund Manager - Dennis G. Alff

Fund Manager Information

Fund Manager Tenure: 4.1 years
Fund Family: Natixis Funds
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)

 

Graph of Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) ProfileNatixis Vaughan Nelson Small Cap Value A Fund (NEFJX) Profile

Fund Profile and Description

Natixis Vaughan Nelson Small Cap Value A Fund seeks capital appreciation. Natixis Vaughan Nelson Small Cap Value A Fund normally invests at least 80% of net assets (plus any borrowings made for investment purposes) in the equity securities of “small cap companies.” A small cap company is one whose market capitalization, at the time of purchase, either falls within the capitalization range of the Russell 2000 Value Index, an unmanaged index that measures the performance of those Russell 2000 companies with lower price-to-book ratios and lower forecasted growth values, or is $3.5 billion or less. Natixis Vaughan Nelson Small Cap Value A Fund may also invest in companies with large capitalization.

 

Natixis Vaughan Nelson Small Cap Value A (NEFJX) Fund Strength What we like about Natixis Vaughan Nelson Small Cap Value A (NEFJX) Fund

Data for Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) as of May 30, 2016

  • Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) management has been with Natixis Vaughan Nelson Small Cap Value A Fund for 4.1 years
  • Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) has good short-term performance (1-year return -1.74% vs -5.18% Small Blend category median performance)
  • Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) has good mid-term performance (3-year return 10.70% vs 6.96% Small Blend category median performance)
  • Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) has good Long-term performance (5-year return 10.01% vs 7.84% Small Blend category median performance)
  • Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) ratio of up-years vs down years is greater than 2
  • Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) has a Morningstar rating of 4 and above
  • Asset base in Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.1, lower than category average of 14.58

Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) Weakness What we are cautious about Natixis Vaughan Nelson Small Cap Value A (NEFJX) Fund

Data for Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) as of May 30, 2016

  • Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) has an annual stock turnover rate of 62.00% that is higher than the Small Blend average of 52.13%. This could mean Natixis Vaughan Nelson Small Cap Value A is more nimble, but also signal potential high tax impact and high trading fees
  • Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) has a higher expense ratio of 1.35% than its Small Blend average of 1.22%
  • Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) carries a 5.75% load
See Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) performance details as of May 30, 2016

 

What do you think?

 

Compare Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Natixis Vaughan Nelson Small Cap Value A4.84-1.7410.7010.01
Voya Small Company W (ISMWX)5.840.399.509.36Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare
Shelton S&P Smallcap Index Direct (SMCIX)5.390.849.8410.68Compare

See top fund managers for Small Blend Category Funds

 

Compare Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) Net Asset TrackingNatixis Vaughan Nelson Small Cap Value A (NEFJX) Fund Net Asset

Track net asset change of Natixis Vaughan Nelson Small Cap Value A fund (NEFJX)

DateNet Asset
05/2016$305.29M
03/2016$300.69M
02/2016$286.74M
More historic net asset information on Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX)

  

Graph of Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) Portfolio TrackingNatixis Vaughan Nelson Small Cap Value A (NEFJX) Fund Portfolio Allocation

Track portfolio allocation change of Natixis Vaughan Nelson Small Cap Value A fund (NEFJX)

DateCashStockBondOther
04/20162.51%97.47%0%0.02%
02/20165.31%94.67%0%0.02%
01/20166.23%93.75%0%0.02%
Click here to see more historic asset allocation information on Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX)

 

graph of Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) Top 10 Position TrackingTop 10 Holdings in Natixis Vaughan Nelson Small Cap Value A (NEFJX) Fund

Discover what Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) manager is buying

Apr 29, 2016
VWR Corporation [3.38%]
iShares Russell 2000 Value [3.07%]
Booz Allen Hamilton Holding Cor [3.03%]
RenaissanceRe Holdings Ltd. Com [2.74%]
KAR Auction Services, Inc Commo [2.65%]
Webster Financial Corporation C [2.56%]
Vectren Corporation Common Stoc [2.45%]
Silgan Holdings Inc. [2.35%]
First American Corporation (New [2.34%]
Prosperity Bancshares, Inc. Com [2.33%]

Feb 28, 2016
iShares Russell 2000 Value [4.89%]
VWR Corporation [3.22%]
Booz Allen Hamilton Holding Cor [3.12%]
RenaissanceRe Holdings Ltd. Com [3%]
Vectren Corporation Common Stoc [2.9%]
NorthWestern Corporation Common [2.86%]
KAR Auction Services, Inc Commo [2.61%]
First American Corporation (New [2.53%]
Silgan Holdings Inc. [2.49%]
Webster Financial Corporation C [2.39%]

Jan 30, 2016
iShares Russell 2000 Value [4.95%]
VWR Corporation [3.19%]
Booz Allen Hamilton Holding Cor [3.15%]
RenaissanceRe Holdings Ltd. Com [2.94%]
Laclede Gas Company Common Stoc [2.82%]
ServiceMaster Global Holdings, [2.82%]
NorthWestern Corporation Common [2.77%]
Vectren Corporation Common Stoc [2.66%]
Silgan Holdings Inc. [2.57%]
FirstMerit Corporation [2.49%]
Click here for Stock Holding Change Map in Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX)

  

Latest News on Natixis Vaughan Nelson Small Cap Value A (NEFJX) Fund

See what is happening with Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX)

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Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) Related ResourcesSee more information on Natixis Vaughan Nelson Small Cap Value A (NEFJX) Fund

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