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Loomis Sayles Small Cap Growth Retail LCGRX

Analyst rating as of
NAV / 1-Day Return
26.15  /  0.08 %
Total Assets
2.2 Bil
Adj. Expense Ratio
1.200%
Expense Ratio
1.200%
Fee Level
Average
Longest Manager Tenure
15.58 years
Category
US Fund Small Growth
Investment Style
Small Growth
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
67%
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Morningstar’s Analysis

Will LCGRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong option with capacity questions.

Summary

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Loomis Sayles Small Cap Growth’s veteran management duo and distinctive, well-executed process contribute to a Morningstar Analyst Rating of Silver for its cheapest share classes and Bronze for its most expensive. However, capacity concerns are beginning to develop.

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