2 / 5 Stars
4 4 3 2 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#43 in Mid-Cap Blend
U.S. News evaluated 140 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 28.14 percent over the past year, 14.36 percent over the past three years, and 21.03 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.2%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||21.0%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund will invest primarily in companies that, at the time of purchase, have market capitalizations either within the capitalization range of the Russell Midcap ® Value Index, an unmanaged index that measures the performance of companies with lower price-to-book ratios and lower forecasted growth values within the broader Russell Midcap® Index, or of $15 billion or less. It does not have any market capitalization limits and may invest in companies with smaller or larger capitalizations.
Fees are High compared to funds in the same category.
Natixis Vaughan Nelson Value Opportunity Fund has an expense ratio of 1.31 percent.
Risk is Average compared to funds in the same category according to Morningstar.