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Fund Intelligence | Best Managers | NEFJX Insights | NEFJX Score | NEFJX Performance | NEFJX Manager | NEFJX News | NEFJX Allocation | NEFJX Holdings Change

Mutual Fund Insights: Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX)

In-depth Analysis of Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX)

Mutual fund chart: Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX)

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See Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) performance details as of February 28, 2010

  

    Last Trade: $23.72 on 3/19/2010, Change: -0.27 (-1.13%)
Experiment our closing price forecasting tool for Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) (alpha release)

  

Fund Manager - Chris D. Wallis

Fund Manager Tenure: 6.0 years
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)
Chris D. Wallis joined Vaughan Nelson in 1999 and has more than 17 years of investment experience. Chris D. Wallis was previously employed by Simmons & Company International and by Coopers & Lybrand, L.L.P. Mr. Wallis received a B.B.A. from Baylor University and an M.B.A. from Harvard Business School. Chris D. Wallis holds CFA and CPA designations and is a member of the Chartered Financial Analysts Institute.  Get more insights on Chris D. Wallis

  

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

Data for Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) as of February 28, 2010

  • Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) management has been with Natixis Vaughan Nelson Small Cap Value A Fund for 6.0 years
  • Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) has good mid-term performance (3-year return 2.22% vs -6.15 % Small Blend category average)
  • Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) has good Long-term performance (5-year return 7.03% vs 0.83 % Small Blend category average)
  • 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) is less volatile than its peers as it has a 3-year Standard Deviation of 20.34, lower than category average of 25.44
  • Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) has a lower management fee than its Small Blend average: 1.45% vs 1.53%

  

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

Data for Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) as of February 28, 2010

  • Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) has a less-than-ideal short-term performance (1-year return 54.87% vs 67.42 % Small Blend category average)
  • Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) has a Morningstar rating of 3 and below
  • Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) has an annual stock turnover rate of 102.00% that is higher than the Small Blend average of 97.63%. 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) carries a 5.75% load
See Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX) performance details as of February 28, 2010

  

  

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

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

DateNet Asset
02/2010$599.94M
01/2010$310.57M
11/2009$308.23M
More historic net asset information on Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX)

  

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

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

DateCashStockBondOther
11/20092.71%97.3%0%0%
09/20091.16%98.84%0%0%
08/20091.35%98.65%0%0%
Click here to see more historic asset allocation information on Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX)

  

Most Recent Top 10 Holdings in Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX)

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

30-Nov-09
iShares Russell 2000 Value Index [2.82%]
WASTE CONNECTIONS [2.77%]
SYBASE INC [2.75%]
HANOVER INSURANCE GR [2.06%]
MFA FINANCIAL INC. [1.92%]
Prosperity Bancshares, Inc. [1.91%]
HCC INSURANCE HLDGS [1.9%]
NICE-Systems Limited [1.84%]
Lincoln Electric Holdings, Inc. [1.84%]
Patterson Companies Inc. [1.81%]

30-Sep-09
iShares Russell 2000 Value Index [4.83%]
SYBASE INC [2.66%]
WASTE CONNECTIONS [2.48%]
MFA FINANCIAL INC. [2.03%]
HCC INSURANCE HLDGS [2%]
Varian Semiconductor Equipment [1.98%]
Prosperity Bancshares, Inc. [1.96%]
HANOVER INSURANCE GR [1.94%]
PHILLIPS VAN HEUSEN [1.94%]
Patterson Companies Inc. [1.93%]

31-Aug-09
iShares Russell 2000 Value Index [4.93%]
SYBASE INC [2.55%]
HCC INSURANCE HLDGS [2.53%]
WASTE CONNECTIONS [2.5%]
MFA FINANCIAL INC. [2.15%]
Prosperity Bancshares, Inc. [2.08%]
Patterson Companies Inc. [2.05%]
HANOVER INSURANCE GR [2.05%]
SYNIVERSE HLGS INC [2.03%]
WATSON WYATT WLD WD [2.01%]
Click here for Stock Holding Change Map in Natixis Vaughan Nelson Small Cap Value A Fund (NEFJX)

  

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