Loomis Sayles Small/Mid Cap Growth N (LSMNX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Loomis Sayles Small/Mid Cap Growth N
Boston MA 02116
12th Floor
399 Boylston Street
Management information
John J. Slavik,Lead manager since 29 June 2015
John Slavik is a co-portfolio manager at Loomis, Sayles & Company, where he
co-manages the Loomis Sayles Specialty Growth Strategies. He has 32 years of
investment industry experience. John joined Loomis Sayles in 2005, where he
co-founded the new small cap growth strategy. Before joining Loomis Sayles,
he was a portfolio manager for Westfield Capital Management, LLC where he
helped manage small and small/mid cap growth assets. Previously, John 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, he was an associate portfolio manager and
research analyst at Phoenix Investment Counsel. John is a member of the CFA
Society of Boston and earned a BA, cum laude, from 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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryMid-Cap Growth
Fund familyLoomis Sayles Funds
Net assets135.44M
YTD return9.64%
Yield0.00%
Morningstar rating★★★
Inception date29 June 2015
Fund operations
Last dividendN/A
Last cap gain-17.00
Holdings turnover63.00%
Average for categoryN/A
Fees and expenses
ExpenseLSMNXCategory average
Annual report expense ratio (net)0.85%1.09%
Prospectus net expense ratio0.85%N/A
Prospectus gross expense ratio0.93%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
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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