LCGRX – Loomis Sayles Small Cap Growth Retail Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth. The fund normally will invest at least 80% of its net assets (plus any borrowings made for investment purposes) 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. Currently, the manager defines a small-cap company to be one whose market capitalization falls within the capitalization range of the Russell 2000® Index, an index that tracks stocks of 2,000 of the smallest U.S. companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
LCGRX	Loomis Sayles Small Cap Growth Fund Retail Class	No Load	Open			Dec 31, 1996	$41.45M	1.180%	Above Average	$2,500	−$10.31M
LSSIX	Loomis Sayles Small Cap Growth Fund Institutional Class	Institutional	Open			Dec 31, 1996	$1.06B	0.930%	Average	$100,000	−$95.28M
LSSNX	Loomis Sayles Small Cap Growth Fund Class N	Institutional	Open			Feb 1, 2013	$1.03B	0.820%	Below Average	$1M	−$248.57M

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