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Loomis Sayles Small Cap Growth Fund Institutional Class: (MF: LSSIX)
(NASDAQ Mutual Funds) As of Jun 12, 2024 08:00 PM ET
$27.84 USD
+0.41 (1.50%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in December 1996 and is managed by Loomis, Sayles & Company, L.P. The fund seeks is long-term capital growth. The fund seeks to attain this objective by investing primarily in stocks of small, rapidly growing companies, which it believes to have the potential for accelerating earnings growth and rising profit margins. The fund invests primarily in equity securities of companies with market capitalizations that fall within the capitalization range of the Russell 2000 Index and the rest of its assets may be invested in larger companies. Dividends and capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Loomis Sayles Sm Cap Gr I | LSSIX | NA | NA | 0.00 | 0.00 | 0.75 | 0.94 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Sm Cap Gr Ret | LCGRX | 24.01 | 1/2/1997 | 0.00 | 18.33 | -1.34 | 8.47 |
| Loomis Sayles Sm Cap Gr I | LSSIX | 27.84 | 1/2/1997 | 0.00 | 18.59 | -1.09 | 8.74 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Loomis Sayles Sm Cap Gr I | LSSIX | 100000 | 0 | 0 | A |
Contact Information
| Family | Loomis-Sayles |
| Address | One Financial Center Boston, MA 02111 |
| Phone | 800 633-3330 |