Natixis Vaughan Nelson Small Cap Value Y
399 Boylston Street 12th Floor Boston MA 02116
Map
Phone: 800-225-5478
| Category: | Small Blend | | Fund Family: | Natixis Funds | | Net Assets: | 222.74M | | Year-to-Date Return: | 21.86% | | Yield: | 0.02% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Aug-06 |
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Chris D. Wallis
Lead Manager since
31-Mar-04 | | | Chris D. Wallis joined Vaughan Nelson in 1999 and has more than 17 years of investment experience. He was previously employed by Simmons & Company International and by Coopers & Lybrand, L.L.P. Mr. Wallis received a BBA from Baylor University and an MBA from Harvard Business School. He holds CFA and CPA designation and is a member of the Chartered Financial Analysts Institute. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of net assets (plus any borrowings made for investment purposes) in the equity securities of ?small cap companies.? A small cap company is one whose market capitalization, at the time of purchase, either falls within the capitalization range of the Russell 2000 Value Index, an unmanaged index that measures the performance of those Russell 2000 companies with lower price-to-book ratios and lower forecasted growth values, or is $3.5 billion or less. The fund may also invest in companies with large capitalization. |
| Last Dividend
(14-Apr-09):
| 0.00 | | Last Cap Gain
(14-Apr-08):
| 0.03 | | Annual Holdings Turnover
| 124.00% | | Average for Category:
| 91.53% |
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| Expense | NEJYX | Category
Avg | | Total Expense Ratio: | %
| 1.41% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $620 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $994 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,000 |
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0.20% Nasdaq 
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