Loomis Sayles Small Cap Growth Fund

888 BOYLSTON STREET,Suite 800
BOSTON , MA, 02199-8197

Rank

Rank Universe

Summary

The fund seeks long-term capital appreciation by investing in small-cap companies in the United States.

The investment process starts with a list of companies included in its benchmark index or with market capitalization less than $3 billion. The research team then narrows the list to companies that meet hurdles on earnings, cash flow and valuation.

The team then with the help of quantitative research and fundamental analysis identifies companies that are exhibiting high levels of growth, profitability or returns on capit

Link

Directors

Dec 13, 2023
  • Richard A. Goglia
  • Maureen B. Mitchell
  • Cynthia L. Walker
  • Edmond J. English
  • Kevin P. Charleston
  • Erik R. Sirri
  • James P. Palermo
  • Martin T. Meehan
  • Peter J. Smail
  • Kirk A. Sykes
  • David L. Giunta

Chief Compliance Officer

  • Natalie R. Wagner

Fund Manager(s)

  • Mark Burns
  • John Slavik

Price

  • $24.89 ( +0.08 ) Nov 1, 2024 Last Close
  • Net Assets
  • $2.3B
    Feb 26, 2024
    More
  • 52-Week High/Low
  • $0 - $0
  • Turnover
  • 52%
  • Expense Ratio
  • 1.19%

Documents

Prospectus

Annual Reports

Performance

YTD

1.9%

3 Year

-30.26%

5 Year

0.89%

Best

91.26%

1999

Worst

-41.64%

2002

Alpha

LCGRX Russell 2000

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