3 / 5 Stars
4 4 4 2 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#82 in Small Blend
U.S. News evaluated 227 Small 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 31.59 percent over the past year, 13.49 percent over the past three years, 24.28 percent over the past five years, and 11.63 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.7%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||24.3%|
|10 Years (Annualized)||11.6%|
The investment seeks capital appreciation. The fund normally will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in the equity securities, including common stocks and preferred stocks, of "small-cap companies." Currently, the fund defines a small-cap company to be one whose market capitalization, at the time of purchase, either falls within the capitalization range of the Russell 2000® Value Index. It may invest in convertible preferred stock and convertible debt securities. The fund may invest in foreign securities, including emerging market securities. It may invest in real estate investment trusts ("REITs").
Fees are Above Average compared to funds in the same category.
Natixis Funds Trust I Vaughan Nelson Small Cap Value Fund has an expense ratio of 1.39 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.