Nasdaq - Delayed Quote USD

Loomis Sayles Small Cap Growth Instl (LSSIX)

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

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • TradeStation Securities
  • UBS Financial Services Inc
  • Comerica Bank
  • Morgan Stanley - Brokerage Accounts
  • Merrill Lynch
  • Schwab Institutional Only
  • Raymond James
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation FRIAG
  • Morgan Stanley Consulting Group Advisor
  • MSWM Brokerage
  • H Beck Inc.
  • Morgan Stanley Portfolio Management
  • Schwab Retirement Only

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.

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

Performance & Risk

YTD Return 1.34%
5y Average Return 6.62%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

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