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Mutual Fund Insights: Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX)

In-depth Analysis of Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX)

Mutual fund chart: Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX)

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See Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX) performance details as of January 31, 2010

Last Trade: $21.24 on 3/11/2010, Change: +0.09 (0.43%)

Experiment our closing price forecasting tool for Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX) (alpha release)

Fund Manager - Chris D. Wallis

Fund Manager Tenure: 5.9 years [Similar Funds: NEJBX NEJYX ]
Fundmojo Fund Grade: A (Score: 0.75) (What does this score mean?)

Chris D. Wallis joined Vaughan Nelson in 1999 and has more than 17 years of investment experience. He was previously employed by Simmons & Company International and by Coopers & Lybrand, L.L.P. Mr. Wallis received a BBA from Baylor University and an MBA from Harvard Business School. He 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 C Fund (NEJCX)

Data for Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX) as of January 31, 2010

Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX) management has been with Natixis Vaughan Nelson Small Cap Value C Fund for 5.9 years
Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX) has good mid-term performance (3-year return -0.11% vs -7.80% Small Blend category average)
Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX) has good Long-term performance (5-year return 5.89% vs 0.36% Small Blend category average)
Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX) ratio of up-years vs down years is greater than 2
Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.15, lower than category average of 25.24

What we are cautious about Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX)

Data for Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX) as of January 31, 2010

Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX) has a less-than-ideal short-term performance (1-year return 33.33% vs 41.29% Small Blend category average)
Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX) has a Morningstar rating of 3 and below
Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX) has an annual stock turnover rate of 124.00% that is higher than the Small Blend average of 96.31%. This could mean Natixis Vaughan Nelson Small Cap Value C is more nimble, but also signal potential high tax impact and high trading fees
Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX) has a higher management fee of 2.22% than its Small Blend average of 1.53%
Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX) carries a 1% load

See Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX) performance details as of January 31, 2010

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Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX) Net Asset

Track net asset change of Natixis Vaughan Nelson Small Cap Value C fund (NEJCX)

Date	Net Asset
01/2010	$36.99M
11/2009	$37.92M
10/2009	$37.66M

More historic net asset information on Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX)

Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX) Portfolio Allocation

Track portfolio allocation change of Natixis Vaughan Nelson Small Cap Value C fund (NEJCX)

Date	Cash	Stock	Bond	Other
11/2009	2.71%	97.3%	0%	0%
09/2009	1.16%	98.84%	0%	0%
08/2009	1.35%	98.65%	0%	0%

Click here to see more historic asset allocation information on Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX)

Most Recent Top 10 Holdings in Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX)

Discover what Natixis Vaughan Nelson Small Cap Value C Fund (NEJCX) 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 C Fund (NEJCX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.