Vaughan Nelson Mutual Funds List
Here you can find all mutual funds issued by Vaughan Nelson and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.05%
- Avg. 1 Year Return
- 45.98%
- Avg. 5 Year Return
- 7.84%
- Median Risk/Return Score
- 69 / 100
Vaughan Nelson Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vaughan Nelson International Small Cap Fund | Foreign Small & Mid Cap Equities | Dec 30, 2013 | 0.99% | 14.08% | 9.39% | 0.76% | 60 | ||||||||
| Vaughan Nelson Emerging Markets Opportunities Fund | Emerging Markets Diversified | Oct 31, 2013 | 1.10% | 14.22% | 8.86% | 9.33% | 79 |
Explore top Vaughan Nelson Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Vaughan Nelson Mutual funds by Risk/Return Score
The top Vaughan Nelson Mutual funds by PortfoliosLab Risk/Return Score are ADVMX (79) and ADVLX (60).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Vaughan Nelson Emerging Markets Opportunities Fund | 79 | — | Oct 2013 | |
| Vaughan Nelson International Small Cap Fund | 60 | — | Dec 2013 |
Best-Performing Vaughan Nelson Mutual funds Over 5 Years
The top Vaughan Nelson Mutual funds is ADVMX (9.47%).
Across the lineup, Vaughan Nelson Mutual funds show an average 1-year return of 45.98% and an average 5-year return of 7.84%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Vaughan Nelson Emerging Markets Opportunities Fund | 9.47% | — | Oct 2013 | |
| Vaughan Nelson International Small Cap Fund | 6.21% | — | Dec 2013 |
Lowest-Cost Vaughan Nelson Mutual funds
The top Vaughan Nelson Mutual funds is ADVLX (0.99%).
With an average expense ratio of 1.05%, Vaughan Nelson Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Vaughan Nelson International Small Cap Fund | 0.99% | — | Dec 2013 | |
| Vaughan Nelson Emerging Markets Opportunities Fund | 1.10% | — | Oct 2013 |
Highest-Yield Vaughan Nelson Mutual funds
The top Vaughan Nelson Mutual funds is ADVMX (9.33%).
Across the lineup, Vaughan Nelson Mutual funds show an average dividend yield of 5.04%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Vaughan Nelson Emerging Markets Opportunities Fund | 9.33% | — | Oct 2013 | |
| Vaughan Nelson International Small Cap Fund | 0.76% | — | Dec 2013 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.