Loomis Sayles Small Cap Growth’s risk management continues to be a highlight.
Loomis Sayles Small Cap Growth Fund Retail Class LCGRX
- NAV / 1-Day Return 26.90 / +0.15 %
- Total Assets 2.1B
-
Adj. Expense Ratio
1.180%
- Expense Ratio 1.180%
- 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 0.00
- Turnover 41%
USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0
Morningstar’s Analysis LCGRX
Will LCGRX outperform in the 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 17.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Fixed Inc Clearing Corp.Repo | 3.86 | 87M | Cash and Equivalents |
Ligand Pharmaceuticals Inc | 1.88 | 42M | Healthcare |
Oceaneering International Inc | 1.81 | 41M | Energy |
ESCO Technologies Inc | 1.79 | 40M | Technology |
Marex Group Ltd | 1.78 | 40M | Financial Services |
Twist Bioscience Corp | 1.76 | 39M | Healthcare |
ATI Inc | 1.69 | 38M | Industrials |
RBC Bearings Inc | 1.68 | 38M | Industrials |
Life Time Group Holdings Inc | 1.67 | 37M | Consumer Cyclical |
RadNet Inc | 1.53 | 34M | Healthcare |