NEFJX Rating, Research - Natixis Vaughan Nelson Small Cap Value A

Natixis Vaughan Nelson Small Cap Value A (nefjx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 29

Threats + Weaknesses = 12

When strengths & opportunities substantially exceed threats & weaknesses an investment in the nefjx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Natixis Vaughan Nelson Small Cap Value A (NEFJX) Description: NEFJX is a mutual fund, which is an investment that owns a basket of assets. The NEFJX mutual fund was provided by Natixis and this investment vehicle derives the majority of its value from equity holdings (stocks). Natixiss mutual fund has a medium management tenure and is in the average fund size classification. NEFJXs minimum initial investment amount is $2500 while the IRA minimum is $1000. NEFJXs expense ratio is roughly 1%. The latest NEFJXs front end load was 6% and the back end load was 0%. The Natixis Vaughan Nelson Small Cap Value A (NEFJX) mutual fund falls under the small mixed category. NEFJX focuses its investments in USA and NEFJX is not affiliated with a particular industry or fund sector. The Natixis Vaughan Nelson Small Cap Value A (NEFJX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NEFJXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NEFJXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital growth over the long term. The fund normally invests at least 80% of assets in equity securities (see equity research) of small-cap companies. Small cap companies are companies with market capitalizations equal to those within the universe of the Russell 2000 Index stocks (see stock research) at the time of purchase. The fund invests primarily in common stocks (see stock research).

Management Analysis Update

Performance Analysis Update