Natixis Vaughan Nelson Small Cap C 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.
Natixis Funds Trust I Vaughan Nelson Small Cap Fund Class C NEJCX
- NAV / 1-Day Return 5.96 / −1.65 %
- Total Assets 1.3B
-
Adj. Expense Ratio
2.010%
- Expense Ratio 2.000%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 1.55%
- 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 NEJCX
Will NEJCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |