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Morningstar

Loomis Sayles Small Cap Growth Instl LSSIX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 25.97  /  +0.04 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 37%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0

Morningstar’s Analysis LSSIX

Will LSSIX 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 LSSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LSSIX 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 LSSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Veteran leadership and prudent style.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Loomis Sayles Small Cap Growth is attractive for its established managers and risk-sensitive approach.

by Tony Thomas
Rated on Published on

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Portfolio Holdings LSSIX

More LSSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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