About ADVJX
The Vaughan Nelson International Fund Investor Class is an actively managed mutual fund focused on international equities. Its primary objective is to achieve long-term capital appreciation by investing predominantly in stocks of companies located outside the United States, with an emphasis on those viewed as undervalued or possessing strong growth prospects. The fund typically allocates at least 80% of its net assets to equity securities of foreign companies, spanning both developed and select emerging markets. With a concentrated portfolio of approximately 27 holdings, the fund targets a blend of sectors, including Consumer Discretionary, Materials, Financials, and Consumer Staples, thereby providing broad geographic and sector exposure. Launched in 2019, the Vaughan Nelson International Fund Investor Class serves investors seeking to diversify their portfolios internationally and capitalize on global economic opportunities, while maintaining a disciplined, research-driven approach to stock selection and risk management.
Fund Family Vaughan Nelson
Category Foreign Large Blend
Performance Rating Below Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol ADVJX
Share Class Investor Class
Index MSCI EAFE Small Cap NR USD
ADVJX had a total return of 13.36% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.97%.
