Loomis Sayles Small Cap Value Fund Class N (LSCNX)

Overview

This company operates as an investment fund, specializing in the equity securities of small-cap companies. It primarily focuses on stocks, preferred stocks, warrants, and securities convertible into common or preferred stocks, as well as other equity-like interests in entities that meet its small-cap criteria. For the purpose of its investments, small-cap companies are defined according to their market capitalization, aligning with the capitalization range of the Russell 2000® Index. This index is well-regarded for its comprehensive tracking of 2,000 of the smallest U.S. companies, offering a thorough snapshot of the small-cap market. The fund is committed to investing at least 80% of its net assets, plus any borrowings for investment purposes, into these small-cap equity securities, demonstrating a strong focus on this segment of the market.

Products and Services

• Equity Securities of Small-Cap Companies

  The core offering of the fund involves investment in the equity securities of small-cap companies, which include a diverse range of financial instruments such as common stocks, preferred stocks, warrants, and securities convertible into common or preferred stocks. This wide spectrum of securities offers investors exposure to the growth potential and dynamic nature of small-cap companies within the U.S. market.

• Investment in Russell 2000® Index Companies

  Given the fund's strategy to define small-cap companies based on the market capitalization range of the Russell 2000® Index, its investments are closely aligned with the performance and trends within this index. This provides a structured and focused approach to small-cap investing, leveraging the index's selection of 2,000 small U.S. companies as a benchmark for its investment criteria. This method ensures a broad diversification within the small-cap segment, aiming to mitigate risk while seeking growth opportunities.