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    Loomis Sayles Small Cap Value Instl (LSSCX)

    36.30 Down 0.12(0.33%) Apr 24
    Prev Close:36.30
    YTD Return*:4.73%
    Net Assets*:1.23B
    Yield*:0.53%

    * As of 31-Mar-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for LSSCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    HCC1.296.51
    LFUS1.283.33
    SBNY1.223.52
    ROIC1.228.99
    ALE1.21-3.35

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.23B
    Category:Small Blend
    Annual Report Expense Ratio (net):0.90%

    Performance & Risk

    YTD Return:4.73%
    5y Avg Return:15.26%
    Rank in Category (ytd):27
    % Rank in Category (ytd):3.47%
    Beta (3y):1.07
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks long-term capital growth. The fund normally invests at least 80% of its net assets in the equity securities of "small-cap companies," including preferred stocks, warrants, securities convertible into common or preferred stocks and other equity-like interests in an entity. It may invest the rest of its assets in companies of any size, including large-capitalization companies. The fund may invest up to 20% of its assets in securities of foreign issuers, including emerging markets securities. It may also invest in real estate investment trusts ("REITs"), Rule 144A securities. View More
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