About VNSYX
Natixis Vaughan Nelson Select Fund Class Y is an institutional mutual fund that seeks long-term capital appreciation by investing primarily in U.S. equity securities. The fund is managed with a high-conviction, concentrated approach, typically holding 20 to 40 positions at any given time. Its portfolio consists largely of common and preferred stocks, as well as limited partnership interests, real estate investment trusts, and similar securities. The fund’s strategy focuses on identifying companies with undervalued assets and strong earnings growth potential. It is classified within the large blend category, balancing exposure to both growth and value stocks, and represents a wide array of economic sectors, with notable allocations to information technology, consumer discretionary, communication services, and financials. Natixis Vaughan Nelson Select Fund Class Y is designed for institutional investors, featuring a minimum initial investment of $100,000 and an expense ratio of 0.85%. The fund plays a significant role in providing concentrated access to large-cap U.S. equities and is often used as a core equity holding in institutional investment portfolios.
Fund Family Natixis Funds
Category Large Blend
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol VNSYX
Share Class Class Y
Index S&P 500 TR
VNSYX had a total return of 5.37% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.55%.
