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September 18, 2024
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Vaughan Nelson Funds

Vaughan Nelson Investment Management specializes in US, international and emerging market equities with a focus on targeted return. The firm employs a bottom-up, fundamental research process to capitalize on temporary information and liquidity inefficiencies in equity markets. The firm's long-term, consistent approach draws on in-depth research and a similar investment process across all geographic regions and market capitalizations.

ADVMX
Vaughan Nelson Emerging Markets Fund
High-conviction emerging markets stock fund that seeks long-term capital appreciation by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.
ADVLX
Vaughan Nelson International Fund
High-conviction international small cap stock fund that seeks long-term capital appreciation by investing in stocks of companies with undervalued assets, earnings growth, or dividend yield.

Before investing, consider the fund's investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information. Read it carefully.

Advisor services provided by Vaughan Nelson Investment Management, L.P., an affiliate of Natixis Investment Managers, LLC.

The Vaughan Nelson Funds are distributed by Natixis Distribution, LLC.

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