NEFJX Mutual Fund
NEFJX Mutual Fund
NEFJX Mutual Fund
Vaughan Nelson Small Cap Fund Class A
NEFJX Mutual Fund Overview
NEFJX Mutual Fund (Vaughan Nelson Small Cap Fund Class A) is managed by Natixis Funds. NEFJX expense ratio is 1.26%, holding 69 positions across sectors including Industrials, Financials, Materials. Inception date: 1996-12-31.
NEFJX performance shows a YTD return of 11.30%. The 1-year return is 22.82% and the 5-year return is 10.16%. NEFJX dividend yield stands at 7.48%, paid annually.
NEFJX top holdings include Ishares Russell 2000 Value ETF (4.9%), Fixed Inc Clearing Corp.Repo (3.2%), Element Solutions Inc (2.7%), Clean Harbors (2.5%), Valvoline Inc (2.4%). Go to all NEFJX holdings, NEFJX sectors, or NEFJX dividends.
NEFJX can be compared against other funds. Use NEFJX overlap to find shared positions, or NEFJX vs another fund for a side-by-side view. NEFJX alternatives are available via the screener, along with tax-loss harvesting opportunities.