Skip to Content
Morningstar

Loomis Sayles Small/Mid Cap Growth Instl LSMIX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 12.34  /  +0.90 %
  • Total Assets 129.8 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 63%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LSMIX

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

  • People Pillar

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

Loomis Sayles Small/ Mid Cap Growth Instl’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LSMIX

More LSMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

3.03 4.1 Mil
Cash and Equivalents

Natera Inc

2.04 2.8 Mil
Healthcare

The AZEK Co Inc Class A

2.03 2.7 Mil
Industrials

CyberArk Software Ltd

2.03 2.7 Mil
Technology

Axon Enterprise Inc

1.94 2.6 Mil
Industrials

Tetra Tech Inc

1.85 2.5 Mil
Industrials

Light & Wonder Inc Ordinary Shares

1.83 2.5 Mil
Consumer Cyclical

Nova Ltd

1.80 2.4 Mil
Technology

Pure Storage Inc Class A

1.70 2.3 Mil
Technology

WEX Inc

1.67 2.3 Mil
Technology