Loomis Sayles Small Cap Growth is attractive for its established managers and risk-sensitive approach.
Loomis Sayles Small Cap Growth N LSSNX
- NAV / 1-Day Return 27.56 / +0.11 %
- Total Assets 2.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.830%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield —
- Turnover 37%
USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:18 PM GMT+0
Morningstar’s Analysis LSSNX
Will LSSNX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 16.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Fixed Inc Clearing Corp.Repo | 3.74 | 82.4 Mil | Cash and Equivalents |
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Casella Waste Systems Inc Class A | 1.68 | 37.0 Mil | Industrials |
Varonis Systems Inc | 1.63 | 35.9 Mil | Technology |
Texas Roadhouse Inc | 1.61 | 35.5 Mil | Consumer Cyclical |
Hamilton Lane Inc Class A | 1.60 | 35.3 Mil | Financial Services |
Merit Medical Systems Inc | 1.58 | 34.9 Mil | Healthcare |
The AZEK Co Inc Class A | 1.57 | 34.7 Mil | Industrials |