Natixis Funds Trust I Vaughan Nelson Small Cap Value Fund (NEFJX) Research

This fund primarily dedicates a minimum of 80% of its net assets (plus any funds borrowed for investment purposes) to the equity securities of small-capitalization companies, which include both common and preferred stocks. The portfolio may also hold convertible preferred stock and convertible debt instruments. Furthermore, the fund is authorized to invest in foreign securities, specifically those from emerging markets, and may also allocate capital to Real Estate Investment Trusts (REITs). Participation in initial public offerings (IPOs) is another potential investment strategy.

Market snapshot

Symbol
NEFJX
Price
$22.16
Day change
+1.19%
Market cap
$1.4B
52-week range
18.62-22.92
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs (BAUAX)
  • Calvert Emerging Markets Equity Fund Class A (CVMAX)
  • Eventide Healthcare & Life Sciences Fd Cl I (ETIHX)
  • Harbor Large Cap Value Fund Institutional Class (HAVLX)
  • JOHCM Emerging Markets Opportunities Fund - Investor Shares (JOEAX)
  • Natixis Funds Trust I U.S. Equity Opportunities Fund Class A (NEFSX)
  • Natixis Funds Trust I Vaughan Nelson Small Cap Value Fund Class Y (NEJYX)
  • Natixis Funds Trust I U.S. Equity Opportunities Fund (NESYX)

Open Natixis Funds Trust I Vaughan Nelson Small Cap Value Fund (NEFJX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.