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Morningstar

Loomis Sayles Small Cap Value Instl LSSCX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 22.59  /  −0.40 %
  • Total Assets 378.6 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.18%
  • Turnover 26%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis LSSCX

Will LSSCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LSSCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LSSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Loomis Sayles Small Cap Value Instl's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LSSCX

More LSSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

3.76 13.8 Mil
Cash and Equivalents

Weatherford International PLC Ordinary Shares - New

2.38 8.8 Mil
Energy

Moog Inc A

1.70 6.3 Mil
Industrials

Vontier Corp Ordinary Shares

1.62 5.9 Mil
Technology

Federal Agricultural Mortgage Corp Class C

1.61 5.9 Mil
Financial Services

Kadant Inc

1.56 5.7 Mil
Industrials

Wintrust Financial Corp

1.40 5.2 Mil
Financial Services

Noble Corp PLC Class A

1.38 5.1 Mil
Energy

Tenet Healthcare Corp

1.35 5.0 Mil
Healthcare

Northern Oil & Gas Inc

1.35 4.9 Mil
Energy