Vaughan Nelson Select Fund Quote
| VNSAX Fund | USD 20.16 0.18 0.90% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Vaughan Nelson is trading at 20.16 as of the 23rd of April 2024; that is 0.90% increase since the beginning of the trading day. The fund's open price was 19.98. Vaughan Nelson has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Vaughan Nelson Select are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of March 2024 and ending today, the 23rd of April 2024. Click here to learn more.
The fund, under normal market conditions, will invest primarily in equity securities, including common stocks, preferred stocks, limited partnership interests, interests in limited liability companies, real estate investment trusts or other trusts and similar securities. More on Vaughan Nelson Select
Moving together with Vaughan Mutual Fund
| 0.7 | NOANX | Natixis Oakmark | PairCorr |
| 0.79 | NOIAX | Natixis Oakmark Inte | PairCorr |
| 0.93 | LGMAX | Loomis Sayles Global | PairCorr |
| 0.93 | LGMCX | Loomis Sayles Global | PairCorr |
| 0.94 | LGRNX | Loomis Sayles Growth | PairCorr |
Vaughan Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Vaughan Nelson's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vaughan Nelson or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Natixis Funds, Large Growth Funds, Large Blend Funds, Large Blend, Natixis Funds, Large Growth, Large Blend (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of April 2023 |
| Fiscal Year End | November |
Vaughan Nelson Select [VNSAX] is traded in USA and was established 23rd of April 2024. Vaughan Nelson is listed under Natixis Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Natixis Funds family. This fund at this time has accumulated 622.5 M in net assets with minimum initial investment of 2.5 K. Vaughan Nelson Select is currently producing year-to-date (YTD) return of 2.28%, while the total return for the last 3 years was 8.97%.
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 Select 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 Select Mutual Fund Constituents
| ACN | Accenture plc | Stock | Information Technology |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
| NVDA | NVIDIA | Stock | Information Technology |
| DIS | Walt Disney | Stock | Communication Services |
| MA | Mastercard | Stock | Financials |
| EL | Estee Lauder Companies | Stock | Consumer Staples |
| KOS | Kosmos Energy | Stock | Energy |
Vaughan Nelson Target Price Odds Analysis
Based on a normal probability distribution, the odds of Vaughan Nelson jumping above the current price in 90 days from now is more than 94.0%. The Vaughan Nelson Select probability density function shows the probability of Vaughan Nelson mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.1518. This entails as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Vaughan Nelson will likely underperform. Additionally, vaughan Nelson Select has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Vaughan Nelson to move above the current price in 90 days from now is more than 94.0 (This Vaughan Nelson Select probability density function shows the probability of Vaughan Mutual Fund to fall within a particular range of prices over 90 days) .
Vaughan Nelson Select Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vaughan Nelson market risk premium is the additional return an investor will receive from holding Vaughan Nelson long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vaughan Nelson. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vaughan Nelson's alpha and beta are two of the key measurements used to evaluate Vaughan Nelson's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6948 | |||
| Semi Deviation | 0.8696 | |||
| Standard Deviation | 0.9053 | |||
| Variance | 0.8196 |
Vaughan Nelson Against Markets
Picking the right benchmark for Vaughan Nelson mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Vaughan Nelson mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Vaughan Nelson is critical whether you are bullish or bearish towards Vaughan Nelson Select at a given time. Please also check how Vaughan Nelson's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Vaughan Nelson without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Vaughan Mutual Fund?
Before investing in Vaughan Nelson, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Vaughan Nelson. To buy Vaughan Nelson fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Vaughan Nelson. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Vaughan Nelson fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Vaughan Nelson Select fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Vaughan Nelson Select fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Vaughan Nelson Select, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Vaughan Nelson Select?
The danger of trading Vaughan Nelson Select is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Vaughan Nelson is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Vaughan Nelson. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vaughan Nelson Select is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vaughan Nelson Select. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Vaughan Nelson Select information on this page should be used as a complementary analysis to other Vaughan Nelson's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.