Loomis Sayles Small Capital Value Fund Institutional Class
LSSCX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
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Forward Dividend Yield
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NAV
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Company Information
Provider
Loomis Sayles Funds
Manager/Tenure
(Years)
(Years)
Joseph R. Gatz (25), Jeffrey M. Schwartz (13)
Website
Address
Loomis Sayles Funds
Kansas City MO - 64121-9594
Kansas City MO - 64121-9594
Country
United States
Phone Number
800-633-3330
Investment Strategy
The investment seeks long-term capital growth from investments in common stocks or other equity securities. 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.