Loomis Sayles Small Cap Value Instl
399 Boylston Street 12th Floor Boston MA 02116
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Phone: 800-633-3330
| Category: | Small Blend | | Fund Family: | Loomis Sayles Funds | | Net Assets: | 559.51M | | Year-to-Date Return: | -7.23% | | Yield: | 0.24% | | Morningstar Rating: |  | | Fund Inception Date: | 13-May-91 |
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Joseph R. Gatz
Lead Manager since
01-Feb-00 | | | Gatz is vice president and portfolio manager with Loomis Sayles & Company, his employer since 1999. Prior to joining the firm, he was a portfolio manager with Banc One Investment Advisers Corporation and its affiliates. He has over 20 years of investment experience. Gatz holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $100,000 | | Min Initial Investment, AIP: | $100,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. The fund invests 80% of assets in equity securities of undervalued companies with market capitalizations that fall within the capitalization range of the Russell 2000 index. It may invest up to 20% of assets in foreign securities including emerging-markets securities. Then fund may also invest in REITs, Rule 144A securities and investment companies. It may engage in foreign currency hedging transactions, options and futures transactions, REITs and Rule 144A securities. |
| Last Dividend
(10-Dec-07):
| 0.06 | | Last Cap Gain
(10-Dec-07):
| 2.78 | | Annual Holdings Turnover
| 57.00% | | Average for Category:
| 92.45% |
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| Expense | LSSCX | Category
Avg | | Total Expense Ratio: | 0.89%
| 1.39% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.20% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$284 | $589 | | 5 Yr Expense Projection*: |
$493 | $962 | | 10 Yr Expense Projection*: |
$1,096 | $1,922 |
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0.29% Nasdaq 
0.14%
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