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Loomis Sayles Disciplined Equity B (LSCBX)

On Feb 9: 6.36 USD  Up 0.08 (1.27%)  
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LOOMIS SAYLES DISCIPLINED EQUIT Delayed quote dataEdit
Net Asset Value: 6.36
Trade Time: Feb 9
Change: Up 0.08 (1.27%)
Prev Close: 6.36
YTD Return*: -5.07%
Net Assets*: 140.00K
Yield*: N/A
* As of 31-Jan-10
Loomis Sayles Disciplined Equity B (LSCBX)
3m  6m  1y  2y  5y  max 
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 140.00K
Category: Large Growth
Total Expense Ratio: 2.00%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -5.07%
5y Avg Return: 0.02%
Rank in Category (ytd): 1298
% Rank in Category (ytd): 68.97%
Beta (3y): 0.93
Morningstar Risk Rating: Below average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks long-term capital growth. The fund invests at least 80% of its net assets (plus any borrowings made for investment purposes) in equity securities and securities and other investments convertible into equity securities (such as convertible bonds and warrants) or whose returns are derived from equity securities. It generally focuses on securities of large capitalization companies, but may invest in companies of any size. The fund may invest 20% of assets in other foreign securities, including emerging markets securities.
Fund Profile


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