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Loomis Sayles Research Fund
Fund focus
Loomis Sayles Research Fund
leverages analysts' expertise in a "best idea" portfolio. Investments are made
in attractively valued companies with market capitalizations of $2 billion and above
that have prospects for superior earnings growth.
What you should know
The fund employs a growth investment style, which focuses on future expectations of a security and can result in greater volatility if expectations are not met. The fund also may invest in value stocks, which can fall out of favor and underperform growth stocks during certain market conditions.
Investment strategy
Grouped in teams representing the sectors of the S&P 500 Index, Loomis Sayles research
analysts meet regularly to compare fundamental trends across industries in the sector,
and use this information, along with common valuation procedures, to select the
most attractive investment opportunities for the portfolio. Sector weights are kept
close to those of the benchmark, ensuring that the portfolio offers broad market
exposure.
Portfolio Highlights
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Information is as of 9/30/2008* |
| Wal-Mart Stores, Inc. |
4.61% |
| Procter & Gamble Co. (The) |
4.02% |
| ExxonMobil Corp. |
3.85% |
| JPMorgan Chase & Co. |
3.10% |
| QUALCOMM, Inc. |
2.99% |
View a list of the most recent
top ten holdings for this fund.
View a complete list of holdings
for this fund.
Portfolio Managers
Managed by Loomis
Sayles & Company, L.P.
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| Maureen Depp |
Brian James |
The following information regarding this Fund is also available:
The S&P 500 is an unmanaged index of 500 U.S common stocks. You cannot invest
directly in an index.
This fund invests in growth stocks, which are more sensitive to market movements because their stock prices are based on future expectations. This fund may invest in foreign securities. Investing in foreign securites involves risks not associated with domestic securities, such as currency fluctuations, differing political and economic conditions, and different accounting standards. These risks affect your investment's value. See a prospectus for details.
Because the Fund can invest a significant percentage of assets in foreign securities the value of the Fund shares can be adversely affected by changes in currency exchange rates, political, and economic developments. In emerging markets these risks can be significant. The Fund is subject to currency risk, which is the risk that fluctuations in exchange rates between the U.S. dollar and foreign currencies may cause the value of a Fund's investments to decline. Funds that invest in securities denominated in, or receive revenues in, foreign currency are subject to currency risk. Accordingly, the purchase of fund shares should be viewed as a long-term investment.
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