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Morningstar

Natixis Vaughan Nelson Mid Cap C VNVCX

Morningstar Analyst Rating
Quantitative rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 18.85  /  0.75 %
  • Total Assets 277.5 Mil
  • Adj. Expense Ratio
    1.930%
  • Expense Ratio 1.900%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 71%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis VNVCX

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

People Pillar

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

Summary

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Natixis Vaughan Nelson Mid Cap C's Average People Pillar and Process Pillar ratings hold this strategy's 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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