Loomis Sayles Small Cap Growth N (LSSNX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Loomis Sayles Small Cap Growth N
Kansas City, MO 64121-9579
P.O. Box 219579
Loomis Sayles Funds II (Natixis)
800-225-5478
Management Information
John J. Slavik,Lead Manager since March 31, 2005
John Slavik is a co-portfolio manager of the Loomis Sayles Small Cap Growth and Small/Mid Cap Growth funds and the Loomis Sayles small cap growth, small/mid cap growth and mid cap growth strategies. He has 28
years of investment industry experience. Before joining Loomis Sayles in 2005, John was a
portfolio manager for Westfield Capital Management, LLC where he helped manage small
and small/mid cap growth assets. Previously, he was vice president of equity research at
Harbor Capital Management, where he held research responsibilities and was a member
of the growth product portfolio management team. Prior to that, John was an associate
portfolio manager and research analyst at Phoenix Investment Counsel. He is a member of
CFA Society Boston and a graduate of the University of Connecticut.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategorySmall Growth
Fund FamilyLoomis Sayles Funds
Net Assets2.18B
YTD Return0.94%
Yield0.00%
Morningstar Rating★★★★
Inception DateDec 30, 1996
Fund Operations
Last DividendN/A
Last Cap Gain10.00
Holdings Turnover37.00%
Average for CategoryN/A
Fees & Expenses
ExpenseLSSNXCategory Average
Annual Report Expense Ratio (net)0.94%1.21%
Prospectus Net Expense Ratio0.94%N/A
Prospectus Gross Expense Ratio0.94%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.40%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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