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Sunday, December 20, 2009, 2:58PM ET - U.S. Markets Closed. Dow Up 0.20% Nasdaq Up 1.45%
Loomis Sayles Small Cap Growth Retail (LCGRX)On Dec 18: 11.83  Up 0.11 (0.94%)  
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Profile  As of 30-Nov-09Get Profile for:
Loomis Sayles Small Cap Growth Retail
399 Boylston Street 12th Floor Boston MA 02116
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Phone: 800-633-3330
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FUND OVERVIEW 
Category:Small Growth
Fund Family:Natixis Funds
Net Assets:75.26M
Year-to-Date Return:20.69%
Yield:0.00%
Morningstar Rating:3 stars
Fund Inception Date:31-Dec-96
MORNINGSTAR STYLE BOX 
Small Growth
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
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
LCGRX can be purchased from brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
Last Dividend YFT_NOT_APPLICABLE_ABBREVIATION
Last Cap Gain (25-Sep-01): 0.23
Annual Holdings Turnover 107.00%
Average for Category: 133.38%
FEES & EXPENSES 
ExpenseLCGRXCategory
Avg
Total Expense Ratio:% 1.61%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.39%
Max Deferred Sales Load:% 2.63%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$692
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,096
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,202
* Per $10,000 invested


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