Vaughan Nelson International Fund Quote
| ADVJX Fund | USD 13.79 0.03 0.22% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Vaughan Nelson is trading at 13.79 as of the 31st of January 2025; that is 0.22 percent down since the beginning of the trading day. The fund's open price was 13.82. Vaughan Nelson has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in international equity securities. The funds manager considers international equities to be equity securities of companies that are listed, domiciled, or conduct a meaningful amount of business outside of the United States with market capitalizations within the range of those companies included in the MSCI All-Country World Index ex-USA at the time of purchase.. More on Vaughan Nelson International
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Vaughan Mutual Fund Highlights
| Fund Concentration | Vaughan Nelson Funds, Large Growth Funds, Foreign Large Blend Funds, Foreign Large Blend, Vaughan Nelson (View all Sectors) |
| Update Date | 31st of December 2024 |
Vaughan Nelson International [ADVJX] is traded in USA and was established 31st of January 2025. Vaughan Nelson is listed under Vaughan Nelson category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of Vaughan Nelson family. This fund presently has accumulated 15.67 M in assets under management (AUM) with minimum initial investment of 2.5 K. Vaughan Nelson Inter is currently producing year-to-date (YTD) return of 6.11% with the current yeild of 0.01%, while the total return for the last 3 years was -3.27%.
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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 International 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.
Top Vaughan Nelson International Mutual Fund Constituents
Vaughan Nelson Inter Risk Profiles
| Mean Deviation | 0.7812 | |||
| Semi Deviation | 1.13 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.15 |
Vaughan Nelson Against Markets
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.
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