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, Unknown. Inception date: 1996-12-31.
NEFJX performance shows a YTD return of 12.89%. The 1-year return is 28.47% and the 5-year return is 9.92%. NEFJX dividend yield stands at 7.37%, paid annually.
NEFJX top holdings include Ishares Russell 2000 Value ETF (4.9%), Fixed Inc Clearing Corp.Repo (3.2%), Element Solutions Inc Common Stock Usd 0.01 (2.7%), Clean Harbors Inc (2.5%), Valvoline Inc (2.4%). View all NEFJX holdings, sector breakdown, or dividend history.
NEFJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. NEFJX alternatives are available via the screener, along with tax-loss harvesting opportunities.