Morningstar

Natixis Funds Trust I Vaughan Nelson Small Cap Fund Class A NEFJX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 21.45  /  −1.65 %
  • Total Assets 1.3B
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.250%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.70%
  • Turnover 120%

USD | NAV as of Oct 08, 2026 | 1-Day Return as of Oct 08, 2026, 12:11 AM GMT+0

Morningstar’s Analysis NEFJX

Will NEFJX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NEFJX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NEFJX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NEFJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Natixis Vaughan Nelson Small Cap A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NEFJX

More NEFJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Revvity Inc

3.09 44M
Healthcare

Avantor Inc

2.77 39M
Healthcare

GATX Corp

2.37 33M
Industrials

Sanmina Corp

2.28 32M
Technology

Coca-Cola Consolidated Inc

2.25 32M
Consumer Defensive

Valmont Industries Inc

2.16 30M
Industrials

Clean Harbors Inc

2.14 30M
Industrials

Sensient Technologies Corp

2.08 29M
Basic Materials

Unity Software Inc Ordinary Shares

2.06 29M
Technology

Artisan Partners Asset Management Inc Class A

2.02 28M
Financial Services

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