Nasdaq - Delayed Quote USD

Loomis Sayles Small Cap Growth Instl (LSSIX)

26.78 +0.22 (+0.83%)
At close: 8:01 PM EDT

Fund Summary

The fund normally will invest at least 80% of its net assets (plus any borrowings made for investment purposes) 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. Currently, the manager defines a small-cap company to be one whose market capitalization falls within the capitalization range of the Russell 2000® Index, an index that tracks stocks of 2,000 of the smallest U.S. companies.

Loomis Sayles Small Cap Growth Instl

Kansas City, MO 64121-9579
P.O. Box 219579
800-225-5478

Fund Overview

Category Small Growth
Fund Family Loomis Sayles Funds
Net Assets 2.34B
YTD Return 6.75%
Yield 0.00%
Morningstar Rating
Inception Date Dec 31, 1996

Fund Operations

Last Dividend --
Last Cap Gain 10.00
Holdings Turnover 37.00%
Average for Category --

Fees & Expenses

Expense LSSIX Category Average
Annual Report Expense Ratio (net) 0.94% 1.21%
Prospectus Net Expense Ratio 0.94% --
Prospectus Gross Expense Ratio 0.94% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

John J. Slavik, Lead Manager since April 01, 2005
John Slavik is a co-portfolio manager of the Loomis Sayles Small Cap Growth and Small/Mid Cap Growth funds and the Loomis Sayles small cap growth, small/mid cap growth and mid cap growth strategies. He has 28 years of investment industry experience. Before joining Loomis Sayles in 2005, John was a portfolio manager for Westfield Capital Management, LLC where he helped manage small and small/mid cap growth assets. Previously, he was vice president of equity research at Harbor Capital Management, where he held research responsibilities and was a member of the growth product portfolio management team. Prior to that, John was an associate portfolio manager and research analyst at Phoenix Investment Counsel. He is a member of CFA Society Boston and a graduate of the University of Connecticut.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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