Loomis Sayles Small Cap Growth Fund Retail Class (LCGRX)

Overview

The provided company is a mutual fund that focuses predominantly on investing in small-cap companies. This investment approach dictates that at least 80% of the fund's net assets, alongside any funds borrowed for investment purposes, are allocated to the equity securities of businesses considered to be small-cap entities. This includes an array of investment vehicles such as preferred stocks, warrants, and securities that can be converted into common or preferred stocks, in addition to other equity-like interests within an entity. The fund adheres to a specific definition of 'small-cap companies' as those whose market capitalization aligns with the range found within the Russell 2000® Index. This index is renowned for tracking the performance of approximately 2,000 of the smallest U.S. companies, thereby providing a benchmark for what the fund considers as small-cap entities.

Products and Services

• Investment in Small-cap Equities

  The primary service offered by the fund is its investment in small-cap equities. This encompasses buying shares of small-cap companies, which are understood to have a market capitalization within the range of the Russell 2000® Index. The focus on small-cap equities stems from the belief in their growth potential and the opportunity they present for significant returns on investment. Through diversified investment in this sector, the fund aims to generate substantial income for its investors, capitalizing on the agility and potential of small-cap companies to outperform larger corporations in earnings and stock price appreciation.

• Variety of Investment Vehicles

  Alongside direct equity investments, the fund offers investment through a variety of vehicles. This includes preferred stocks, which offer dividends prior to common stock and may have fixed dividend rates, making them potentially less volatile than common stocks. Warrants are another option, giving investors the right to purchase a company's stock at a specified price within a certain timeframe, potentially yielding high returns. Convertible securities, which can be converted into common or preferred stocks, provide the flexibility of a bond with the growth potential of equity. These diverse vehicles allow investors to tailor their investment strategies to their risk appetite and return expectations.