2 / 5 Stars
4 4 4 4 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#84 in Large Growth
U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 26.66 percent over the past year, 17.02 percent over the past three years, 18.95 percent over the past five years, and 6.16 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.4%|
|3 Years (Annualized)||17.0%|
|5 Years (Annualized)||19.0%|
|10 Years (Annualized)||6.2%|
The investment seeks long-term growth of capital. Under normal market conditions, the fund will invest primarily in equity securities, including common stocks, convertible securities and warrants. It focuses on stocks of large capitalization companies, but the fund may invest in companies of any size. It normally invests across a wide range of sectors and industries.
Fees are Average compared to funds in the same category.
Loomis Sayles Growth Fund has an expense ratio of 1.03 percent.
Risk is Average compared to funds in the same category according to Morningstar.