Vaughan Nelson Small Fund Quote
| VSCNX Fund | USD 23.13 0.02 0.09% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Vaughan Nelson is trading at 23.13 as of the 2nd of December 2024; that is 0.09 percent up since the beginning of the trading day. The fund's open price was 23.11. Vaughan Nelson has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Vaughan Nelson Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. 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
Moving together with Vaughan Mutual Fund
Moving against Vaughan Mutual Fund
Vaughan Mutual Fund Highlights
| Fund Concentration | Natixis Funds, Large Funds, Small Blend Funds, Small Blend, Natixis Funds, Large, Small Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Vaughan Nelson Small [VSCNX] is traded in USA and was established 2nd of December 2024. 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 14.85% with the current yeild of 0.0%, while the total return for the last 3 years was 10.3%.
Check Vaughan Nelson Probability Of Bankruptcy
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.
Top Vaughan Nelson Small Mutual Fund Constituents
| TSEM | Tower Semiconductor | Stock | Information Technology | |
| FRME | First Merchants | Stock | Financials | |
| LPLA | LPL Financial Holdings | Stock | Financials | |
| FN | Fabrinet | Stock | Information Technology | |
| AAN | The Aarons | Stock | Consumer Discretionary | |
| MKSI | MKS Instruments | Stock | Information Technology | |
| LSTR | Landstar System | Stock | Industrials | |
| IGT | International Game Technology | Stock | Consumer Discretionary |
Vaughan Nelson Small Risk Profiles
| Mean Deviation | 0.8358 | |||
| Semi Deviation | 0.9518 | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.51 |
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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