NEFJX – Natixis Vaughan Nelson Small Cap A Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund normally will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in the equity securities, including common stocks and preferred stocks, of "small-capitalization companies." It may invest in convertible preferred stock and convertible debt securities. The fund may invest in foreign securities, including emerging market securities. It may invest in REITs. The fund may invest in securities offered in initial public offerings ("IPOs").

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
NEJYX	Natixis Funds Trust I Vaughan Nelson Small Cap Fund Class Y	Institutional	Open			Aug 31, 2006	$742.71M	1.010%	Above Average	$100,000	−$153.76M
VSCNX	Natixis Funds Trust I Vaughan Nelson Small Cap Fund Class N	Institutional	Open			May 1, 2017	$324.95M	0.950%	Average	$1M	$112.42M
NEFJX	Natixis Funds Trust I Vaughan Nelson Small Cap Fund Class A	Front Load	Open			Dec 31, 1996	$249.91M	1.260%	Above Average	$2,500	−$71.56M
NEJCX	Natixis Funds Trust I Vaughan Nelson Small Cap Fund Class C	Level Load	Open			Dec 31, 1996	$6.61M	2.010%	Above Average	$2,500	−$4.97M

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