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Dec 21: 6.72  Up 0.07 (1.05%)  

Loomis Sayles Disciplined Equity B (LSCBX)

LOOMIS SAYLES DISCIPLINED EQUIT

Net Asset Value:6.72
Trade Time:Dec 21
Change:Up 0.07 (1.05%)
Prev Close:6.72
YTD Return*:18.30%
Net Assets*:170.00K
Yield*:N/A

* As of 30-Nov-09

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Fund Basics

Morningstar Overall Rating:
Total Assets:170.00K
Category:Large Growth
Total Expense Ratio:%

Performance & Risk

YTD Return:18.30%
5y Avg Return:0.99%
Rank in Category (ytd):1690
% Rank in Category (ytd):92.96%
Beta (3y):0.93
Morningstar Risk Rating:Below average

Fund Summary

The investment seeks long-term capital growth. The fund invests at least 80% of its net assets (plus any borrowings made for investment purposes) in equity securities and securities and other investments convertible into equity securities (such as convertible bonds and warrants) or whose returns are derived from equity securities. It generally focuses on securities of large capitalization companies, but may invest in companies of any size. The fund may invest 20% of assets in other foreign securities, including emerging markets securities. View More

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