Loomis Sayles Small Cap Growth Retail
399 Boylston Street 12th Floor Boston MA 02116
Phone: 800-633-3330
| Category: | Small Growth | | Fund Family: | Loomis Sayles Funds | | Net Assets: | 79.26M | | Year-to-Date Return: | -5.08% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-96 |
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Mark F. Burns
Lead Manager since
06-Jan-05 | | | Burns, vice president of Loomis Sayles, began his investment career in 1993 and joined Loomis Sayles in 1999. Burns holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital growth. The fund normally invests at least 80% of assets in equity securities of companies with market capitalizations that fall within the capitalization range of the Russell 2000 index. It invests 20% of assets in companies of any size. The fund invests any portion of assets in securities of Canadian issuers and up to 20% of assets in other foreign securities, including emerging markets securities. It engages in foreign currency hedging transactions, options and futures transactions, securities lending. |
| Last Dividend
| N/A | | Last Cap Gain
(25-Sep-01):
| 0.23 | | Annual Holdings Turnover
| 107.00% | | Average for Category:
| 131.92% |
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| Expense | LCGRX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.60% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.41% | | Max Deferred Sales Load: | %
| 2.67% | | 3 Yr Expense Projection*: |
$435 | $690 | | 5 Yr Expense Projection*: |
$765 | $1,094 | | 10 Yr Expense Projection*: |
$1,698 | $2,198 |
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0.16 (1.41%)
