Morningstar

Loomis Sayles Small Cap Growth Fund Institutional Class LSSIX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 32.75  /  +0.55 %
  • Total Assets 2.2B
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 41%

USD | NAV as of Sep 12, 2026 | 1-Day Return as of Sep 12, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LSSIX

Will LSSIX outperform in the 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.

Built to navigate small-growth stocks effectively over time.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Loomis Sayles Small Cap Growth’s risk management continues to be a highlight.

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 18.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

4.48 94M
Cash and Equivalents

ESCO Technologies Inc

2.06 43M
Technology

Establishment Labs Holdings Inc

2.00 42M
Healthcare

ATI Inc

1.90 40M
Industrials

Ligand Pharmaceuticals Inc

1.89 40M
Healthcare

Extreme Networks Inc

1.86 39M
Technology

RBC Bearings Inc

1.86 39M
Industrials

Life Time Group Holdings Inc

1.78 37M
Consumer Cyclical

AAR Corp

1.75 37M
Industrials

Oceaneering International Inc

1.70 36M
Energy

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