Effective June 30, 2020, Natixis Vaughan Nelson Value Opportunity will change its name to Natixis Vaughan Nelson Mid Cap. This change more clearly reflects the strategy’s historic focus on mid-cap stocks. Its management, investing approach, and benchmark remain unchanged. The strategy retains its Morningstar Analyst Rating of Negative across all share classes.
Will VNVNX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VNVNX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VNVNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of VNVNX’s parent organization’s priorities and whether they’re in line with investors’ interests.
The Price Pillar compares VNVNX’s fees to similar funds, determining whether or not the fund provides a good value proposition.
The Performance Pillar is our evaluation of whether VNVNX’s returns have been the result of chance or a proven, long-term process and compares the fund with its category or benchmark.