Natixis Vaughan Nelson Value Opportunity Fund

Scorecard
3 / 5 Stars
Lipper
3 3 3 2 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B (Buy)

U.S. News evaluated 138 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 34.49 percent over the past year, 14.22 percent over the past three years, and 23.84 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 4.4%
1 Year 34.5%
3 Years (Annualized) 14.2%
5 Years (Annualized) 23.8%
10 Years (Annualized) N/A

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Summary

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

Fees are Low compared to funds in the same category.
Natixis Vaughan Nelson Value Opportunity Fund has an expense ratio of 2.06 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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