Loomis Sayles Growth Fund

Scorecard
2 / 5 Stars
Lipper
3 3 4 4 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A (Buy)

#127 in Large Growth

U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 26.50 percent over the past year, 16.66 percent over the past three years, 22.22 percent over the past five years, and 6.07 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.1%
1 Year 26.5%
3 Years (Annualized) 16.7%
5 Years (Annualized) 22.2%
10 Years (Annualized) 6.1%

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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 1.03 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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