Loomis Sayles Small Cap Growth is attractive for its established managers and risk-sensitive approach.
Loomis Sayles Small Cap Growth Retail LCGRX
- NAV / 1-Day Return 23.81 / −0.46 %
- Total Assets 2.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.190%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield —
- Turnover 37%
USD | NAV as of May 10, 2024 | 1-Day Return as of May 10, 2024, 10:12 PM GMT+0
Morningstar’s Analysis LCGRX
Will LCGRX 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 16.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Fixed Inc Clearing Corp.Repo | 2.21 | 51.3 Mil | Cash and Equivalents |
Weatherford International PLC Ordinary Shares - New | 2.01 | 46.8 Mil | Energy |
MACOM Technology Solutions Holdings Inc | 1.94 | 45.1 Mil | Technology |
The AZEK Co Inc Class A | 1.90 | 44.0 Mil | Industrials |
Casella Waste Systems Inc Class A | 1.80 | 41.7 Mil | Industrials |
Applied Industrial Technologies Inc | 1.62 | 37.6 Mil | Industrials |
Medpace Holdings Inc | 1.61 | 37.4 Mil | Healthcare |
Varonis Systems Inc | 1.58 | 36.7 Mil | Technology |
Onto Innovation Inc | 1.56 | 36.3 Mil | Technology |
Option Care Health Inc | 1.45 | 33.6 Mil | Healthcare |