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Loomis Sayles Small Cap Growth N LSSNX

Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 27.56  /  +0.11 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.830%
  • 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.

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.

Rated on Published on

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Portfolio Holdings LSSNX

  • 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

MACOM Technology Solutions Holdings Inc

1.89 41.7 Mil
Technology

Rambus Inc

1.75 38.6 Mil
Technology

Weatherford International PLC Ordinary Shares - New

1.69 37.2 Mil
Energy

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