FMP
Natixis Funds Trust I Vaughan Nelson Small Cap Value Fund Class Y
NEJYX
NASDAQ
The fund normally will invest at least 80% of its net assets (plus any borrowings made for investment purposes) 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. The fund may invest in foreign securities, including emerging market securities. It may invest in REITs. The fund may invest in securities offered in initial public offerings ("IPOs").
21.1 USD
0.13 (0.616%)
DuPont Analysis
The DuPont analysis, pioneered by the DuPont Corporation, offers a structured approach to assessing fundamental performance. It involves breaking down the return on equity (ROE) into various components, aiding investors in comprehending the factors influencing a company's returns.
ROE = Net Income / Average Total Equity
ROE = (Net Income / Sales) * (Revenue / Average Total Assets) * (Average Total Assets / Average Total Equity)
The company's tax burden is (Net income ÷ Pretax profit). This is the proportion of the company's profits retained after paying income taxes. [NI/EBT] The company's interest burden is (Pretax income ÷ EBIT). This will be 1.00 for a firm with no debt or financial leverage. [EBT/EBIT] The company's operating income margin or return on sales (ROS) is (EBIT ÷ Revenue). This is the operating income per dollar of sales. [EBIT/Revenue] The company's asset turnover (ATO) is (Revenue ÷ Average Total Assets). The company's equity multiplier is (Average Total Assets ÷ Average Total Equity). This is a measure of financial leverage. Profitability (measured by profit margin) Asset efficiency (measured by asset turnover) Financial leverage (measured by equity multiplier)
