Nasdaq - Delayed Quote USD
Loomis Sayles Small Cap Value Instl (LSSCX)
19.92
+1.60
+(8.73%)
At close: 8:04:01 PM EDT
Investment Information
- Min Initial Investment
- 100,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- TradeStation Securities
- UBS Financial Services Inc
- Comerica Bank
- Morgan Stanley - Brokerage Accounts
- Merrill Lynch
- Schwab Institutional Only
- Raymond James
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation FRIAG
- Morgan Stanley Consulting Group Advisor
- MSWM Brokerage
- H Beck Inc.
- Morgan Stanley Portfolio Management
- Schwab Retirement Only
Fund Summary
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.
Fund Overview
| Category | Small Blend |
| Fund Family | Loomis Sayles Funds |
| Net Assets | 332.76M |
| YTD Return | -6.27% |
| Yield | 0.29% |
| Morningstar Rating | |
| Inception Date | May 13, 1991 |
Performance & Risk
| YTD Return | -10.79% |
| 5y Average Return | 13.94% |
| Rank in Category (ytd) | 23 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.06 |
| Morningstar Risk Rating |
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