About NEJYX
Natixis Funds Trust I Vaughan Nelson Small Cap Fund Class Y is a mutual fund designed to seek capital appreciation by primarily investing in small-cap U.S. companies. Managed with a high-conviction, value-oriented approach, the fund focuses on identifying stocks that are undervalued based on assets, earnings growth, or dividend yield, aiming to exploit temporary market inefficiencies for long-term growth opportunities. The fund typically allocates at least 80% of its net assets to small-cap stocks, resulting in a concentrated portfolio of about 60 holdings, with a significant portion of assets often invested in the financial services, industrials, and basic materials sectors. With a track record dating back to 1996, the fund is positioned as an institutional share class, offering features such as an annual distribution schedule and active management to address sector and risk exposures. Its role in the market is to provide investors with specialized exposure to smaller, potentially undervalued U.S. companies, contributing to portfolio diversification and capturing opportunities in the dynamic small-cap segment.
Fund Family Natixis Funds
Category Small Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol NEJYX
Share Class Class Y
Index Russell 2000 Value TR
NEJYX had a total return of 26.77% in the past year, including dividends.
Since the fund's inception, the average annual return has been 10.34%.
