Natixis Vaughan Nelson Mid Cap ETF (VNMC)

Overview

The fund primarily focuses on investing in companies that are deemed to fall within the capitalization range of the Russell Midcap® Value Index at the time of purchase. This index is specifically designed to measure the performance of companies that have lower price-to-book ratios and are anticipated to have lower future growth rates, which are characteristics typically associated with "value" stocks within the mid-cap range. By adhering to a strategy that targets at least 80% investment in such companies, the fund aims to capitalize on the potential for growth in value stocks while maintaining a specific market capitalization focus.

Products and Services

• Mid-Cap Value Investments:

  This service involves the core focus of the fund - investing a minimum of 80% of its assets in companies that align with the Russell Midcap® Value Index's capitalization range. The fund seeks to identify companies believed to be undervalued or have potential for growth that has not yet been fully realized by the market. These investments are selected through a rigorous process that evaluates a company's market capitalization, its price-to-book ratio, and its projected growth values. The objective is to deliver stable returns by tapping into the growth potential of mid-cap value stocks.

• Flexible Capitalization Allocation:

  The fund maintains the flexibility to allocate up to 20% of its assets in companies outside the mid-cap range, including those with smaller or larger capitalizations. This component of the service allows for diversification beyond strictly mid-cap value stocks and enables the fund to capitalize on opportunities that may arise in other segments of the market. The aim is to enhance the fund's potential for return on investment while managing risk through a broader diversification strategy.