4 / 5 Stars
5 5 3 4 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#4 in Small Growth
U.S. News evaluated 211 Small 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 45.23 percent over the past year, 22.32 percent over the past three years, 21.56 percent over the past five years, and 11.17 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||42.2%|
|3 Years (Annualized)||22.3%|
|5 Years (Annualized)||21.6%|
|10 Years (Annualized)||11.2%|
The investment seeks long-term capital growth. The fund normally invests at least 80% of its net assets 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. It may invest the rest of its assets in companies of any size, including large-capitalization companies. The fund may invest any portion of its assets in securities of Canadian issuers and up to 20% of its assets in other foreign securities, including emerging markets securities. It may also invest in Rule 144A securities.
Fees are Above Average compared to funds in the same category.
Loomis Sayles Small Cap Growth Fund has an expense ratio of 0.95 percent.
Risk is Average compared to funds in the same category according to Morningstar.