| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
3
3
4
4
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
A
(Buy)
|
#100 in Large Growth
U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 17.52 percent over the past year, 12.41 percent over the past three years, 2.48 percent over the past five years, and 6.37 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.5% |
| 1 Year | 17.5% |
| 3 Years (Annualized) | 12.4% |
| 5 Years (Annualized) | 2.5% |
| 10 Years (Annualized) | 6.4% |
Summary
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
Fees are Average compared to funds in the same category.
Loomis Sayles Growth Fund has an expense ratio of 1.07 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
