VNSYX Mutual Fund

VNSYX Mutual Fund

NAV$24.44
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Fund Essentials - as of May 31, 2026

Net Assets
$200M
Expense Ratio
0.84%
Dividend Yield (Current)
8.60%
Holdings
27
Inception Date
Jun 29, 2012
Fund Family
Natixis Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+8.51%
1 Year+13.01%
3 Year+11.89%
5 Year+9.19%
10 Year+13.48%

Asset Allocation

Stocks: 97.23%
Other: 2.77%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.8.57%
GOOGLAlphabet Inc.Class A7.34%
TSM:TWTaiwan Semiconductor - Adr6.65%
LLYEli Lilly & Co.6.37%
AAPLApple, Inc5.46%
Top 10 Concentration: 55.33%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
8.60%
Frequency
Annually
Latest Distribution
$7.28
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

VNSYX Mutual Fund Overview

VNSYX Mutual Fund (Vaughan Nelson Select Fund Class Y) is managed by Natixis Funds with $199.9M in net assets. VNSYX expense ratio is 0.84%, holding 27 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2012-06-29.

VNSYX performance shows a YTD return of 8.51%. The 1-year return is 13.01% and the 5-year return is 9.19%. VNSYX dividend yield stands at 8.60%, paid annually.

VNSYX top holdings include Nvidia Corp. (8.6%), Alphabet Inc.Class A (7.3%), Taiwan Semiconductor - Adr (6.7%), Eli Lilly & Co. (6.4%), Apple, Inc (5.5%). Go to all VNSYX holdings, VNSYX sectors, or VNSYX dividends.

VNSYX can be compared against other funds. Use VNSYX overlap to find shared positions, or VNSYX vs another fund for a side-by-side view. VNSYX alternatives are available via the screener, along with tax-loss harvesting opportunities.