Singapore markets closed

Loomis Sayles Small Cap Growth Instl (LSSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
27.87+0.11 (+0.40%)
At close: 08:01PM EDT

Loomis Sayles Small Cap Growth Instl

Kansas City, MO 64121-9579

P.O. Box 219579

Loomis Sayles Funds II (Natixis)

800-225-5478
Management information
John J. Slavik,Lead manager since 31 March 2005
John Slavik is a co-portfolio manager at Loomis, Sayles & Company, where he co-manages the Loomis Sayles Specialty Growth Strategies. He has 32 years of investment industry experience. John joined Loomis Sayles in 2005, where he co-founded the new small cap growth strategy. Before joining Loomis Sayles, he was a portfolio manager for Westfield Capital Management, LLC where he helped manage small and small/mid cap growth assets. Previously, John 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, he was an associate portfolio manager and research analyst at Phoenix Investment Counsel. John is a member of the CFA Society of Boston and earned a BA, cum laude, from the University of Connecticut.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq9.gif
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Growth
Fund familyLoomis Sayles Funds
Net assets2.29B
YTD return6.94%
Yield0.00%
Morningstar rating★★★★
Inception date30 Dec 1996

Fund operations

Last dividendN/A
Last cap gain10.00
Holdings turnover37.00%
Average for categoryN/A

Fees and expenses

ExpenseLSSIXCategory average
Annual report expense ratio (net)0.83%1.21%
Prospectus net expense ratio0.83%N/A
Prospectus gross expense ratio0.83%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A