Vaughan Nelson is trading at 21.18 as of the 21st of July 2025; that is 0.56 percent down since the beginning of the trading day. The fund's open price was 21.3. Vaughan Nelson has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The fund normally will invest at least 80 percent of its net assets in the equity securities, including common stocks and preferred stocks, of small-capitalization companies. It may invest in convertible preferred stock and convertible debt securities. More on Vaughan Nelson Small
Vaughan Nelson Small [VSCNX] is traded in USA and was established 21st of July 2025. Vaughan Nelson is listed under Natixis Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Natixis Funds family. This fund at this time has accumulated 218.12 M in net assets with no minimum investment requirementsVaughan Nelson Small is currently producing year-to-date (YTD) return of 2.35% with the current yeild of 0.01%, while the total return for the last 3 years was 11.53%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vaughan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vaughan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vaughan Nelson Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Vaughan Mutual Fund
Vaughan Nelson financial ratios help investors to determine whether Vaughan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vaughan with respect to the benefits of owning Vaughan Nelson security.