Loomis Sayles Small Cap Value Fund Admin Class (LSVAX)

Overview

This company operates as an investment fund focused on providing its investors with exposure to small-cap companies. The fund's strategy primarily entails allocating at least 80% of its net assets, plus any borrowings for investment purposes, into equity securities of small-cap entities. By doing so, the fund aims to explore the growth potential inherent in these smaller firms. Equity securities within the scope of this strategy include a broad range of instruments such as preferred stocks, warrants, securities convertible into common or preferred stocks, and other equity-like interests in entities. The fund defines "small-cap companies" based on market capitalization, specifically those whose market cap aligns with the capitalization range of the Russell 2000® Index. This index is widely recognized for tracking the performance of 2,000 small U.S. companies, serving as a benchmark for the small-cap segment of the United States equity market. Through this focus, the fund seeks to capitalize on the opportunities presented by small-cap companies, which are often characterized by their potential for rapid growth and innovation.

Products and Services

• Equity Securities Investment

  At the core of its offerings, the fund invests in equity securities of small-cap companies. This broad category encapsulates various forms of equity investments including, but not limited to, preferred stocks, which offer dividends and potentially greater stability than common stocks; warrants, providing the right but not the obligation to purchase a company's stock at a specified price; and securities convertible into common or preferred stocks, offering flexibility to switch between different types of equity. This diverse array of investment vehicles allows the fund to tailor its investment strategy to the unique opportunities and challenges presented by the small-cap market.

• Focus on Small-Cap Companies

  A distinguishing characteristic of the fund is its specific focus on small-cap companies. These are enterprises whose market capitalization falls within the range tracked by the Russell 2000® Index, a benchmark index for small U.S. companies. This strategic focus on small-cap entities is shaped by the belief in their growth potential. Such companies often operate in niche markets or are in the early stages of development, presenting unique opportunities for growth that the fund aims to leverage for the benefit of its investors.