Loomis Sayles Mid Cap Growth Y
Loomis Sayles & Company, LP, One Financial Center, Boston, MA 02111, USA
Phone: 800-225-5478
| Category: | Mid-Cap Growth | | Fund Family: | Natixis Funds | | Net Assets: | 24.92M | | Year-to-Date Return: | 1.71% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-96 |
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Philip Fine
Lead Manager since
02-Feb-99 | | | Fine is a vice president and portfolio manager with Loomis Sayles & Company, his employer since 1996. Previously, he was a portfolio manager with Keystone Investments from 1991 to 1996. Prior to that, he was a portfolio manager with Systematic Investors. He has over 17 years of investment experience. Fine holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital growth. The fund primarily invests in equities of companies with market capitalizations that fall within the capitalization range of companies included in the Russell Midcap Growth index but it may invest in companies of any size. It may invest up to 20% of total assets in foreign securities. The fund may engage in foreign currency hedging transactions, options and futures transactions, and securities lending. It may also invest in REITs and Rule 144A securities. It may invest any portion of assets in cash or securities Loomis Sayles deems appropriate. |
| Last Dividend
(16-Dec-04):
| 0.18 | | Last Cap Gain
(21-Nov-00):
| 0.52 | | Annual Holdings Turnover
| 299.00% | | Average for Category:
| 131.99% |
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| Expense | LSAIX | Category
Avg | | Total Expense Ratio: | 1.00%
| 1.53% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$318 | $680 | | 5 Yr Expense Projection*: |
$552 | $1,065 | | 10 Yr Expense Projection*: |
$1,225 | $2,102 |
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0.36 (1.88%)
