| Vaughan Nelson Small Cap Value Fund
Fund focus
Vaughan Nelson Small Cap Value Fund invests in an aggressive, diversified portfolio of small-cap stocks.
What you should know
While the fund allows investors to participate in the attractive small-cap segment, these investments carry special risks, including narrower markets, limited financial and management resources, less liquidity and greater volatility than large-company stocks.
Investment strategy
Vaughan Nelson seeks to take advantage of temporary information and marketplace inefficiencies in the small-cap universe, to find opportunities to invest in companies at valuations materially below their long-term intrinsic value.
Top Five Holdings
| Information is as of 6/30/2008* |
| iShares Russell 2000 Value Index Fund |
3.15% |
| Encore Acquisition Co. |
2.83% |
| Vectren Corp. |
2.13% |
| Affiliated Managers Group, Inc. |
2.07% |
| Sybase, Inc. |
2.04% |
View a complete list of holdings
for this fund.
Portfolio Managers
Managed by Vaughan
Nelson Investment Management
 |
 |
| Chris Wallis |
Scott Weber |
The following information regarding this Fund is also available:
Small-cap investments carry special risks, including narrower markets, limited financial and management resources, less liquidity and greater volatility than large-company stocks. This fund invests in foreign and emerging market securities, which have special risks. These risks may include political, economic, regulatory and currency risks. Emerging markets may be more subject to these risks than developed markets. These risks affect your investment's value. See a prospectus for details.
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