VNVAX Mutual Fund

VNVAX Mutual Fund

NAV$20.75
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Fund Essentials - as of Mar 31, 2026

Net Assets
$24M
Expense Ratio
1.10%
Dividend Yield (Current)
40.31%
Holdings
58
Inception Date
Oct 31, 2008
Fund Family
Natixis Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+14.22%
1 Year+20.18%
3 Year+18.35%
5 Year+11.22%
10 Year+10.83%

Asset Allocation

Stocks: 98.20%
Other: 1.80%
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Top Holdings

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TickerNameWeight
BURLBurlington Stores Inc4.57%
HUBBHubbell Inc4.09%
CMSCms Energy Corp.3.68%
EVRGEvergy Inc.3.67%
WECWec Energy Group Inc.3.64%
Top 10 Concentration: 35.04%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
40.31%
Frequency
Semi-Annually
Latest Distribution
$3.38
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Peer Comparison

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

VNVAX Mutual Fund Overview

VNVAX Mutual Fund (Vaughan Nelson Mid Cap Fund Class A) is managed by Natixis Funds with $23.8M in net assets. VNVAX expense ratio is 1.10%, holding 58 positions across sectors including Industrials, Information Technology, Utilities. Inception date: 2008-10-31.

VNVAX performance shows a YTD return of 14.22%. The 1-year return is 20.18% and the 5-year return is 11.22%. VNVAX dividend yield stands at 40.31%, paid semi-annually.

VNVAX top holdings include Burlington Stores Inc (4.6%), Hubbell Inc (4.1%), Cms Energy Corp. (3.7%), Evergy Inc. (3.7%), Wec Energy Group Inc. (3.6%). Go to all VNVAX holdings, VNVAX sectors, or VNVAX dividends.

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