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Morningstar

Natixis Vaughan Nelson Small Cap Value C NEJCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 5.68  /  1.39 %
  • Total Assets 206.5 Mil
  • Adj. Expense Ratio
    2.030%
  • Expense Ratio 2.000%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 92%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis NEJCX

Will NEJCX outperform in 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 NEJCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NEJCX 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 NEJCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Natixis Vaughan Nelson Small Cap Value C's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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