Nasdaq - Delayed Quote • USD
Loomis Sayles Small/Mid Cap Growth N (LSMNX)
At close: April 26 at 8:00 PM EDT
Fund Summary
The fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in the equity securities of "small/mid-cap companies," including preferred stocks, warrants and securities convertible into common or preferred stocks. The adviser defines a small/mid-cap company to be one whose market capitalization falls within the capitalization range of the Russell 2500® Index, an index that tracks some or all of the stocks of the 2,500 of the smallest U.S. companies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.66% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 4.99% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 52 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| LSMNX | Category Average | LSMNX | Category Average | LSMNX | Category Average | |
| Alpha | -11.47 | 0.01 | -6.21 | 0.01 | -- | -0.02 |
| BETA | 1.04 | 0.01 | 1.02 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.11 | 0.02 | 0.82 | 0.02 | -- | 0.01 |
| R-squared | 81.51 | 0.82 | 81.11 | 0.79 | -- | 0.8 |
| Standard Deviation | 20.22 | 0.23 | 20.84 | 0.19 | -- | 0.17 |
| Sharpe Ratio | -0.08 | 0.01 | 0.37 | 0.01 | -- | 0.01 |
| Treynor Ratio | -3.49 | 0.18 | 5.71 | 0.17 | -- | 0.12 |
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