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 25.15 / +1.66 %
- 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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 16.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Fixed Inc Clearing Corp.Repo | 3.46 | 79.1 Mil | Cash and Equivalents |
MACOM Technology Solutions Holdings Inc | 2.02 | 46.3 Mil | Technology |
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Casella Waste Systems Inc Class A | 1.80 | 41.2 Mil | Industrials |
Onto Innovation Inc | 1.69 | 38.6 Mil | Technology |
Hamilton Lane Inc Class A | 1.58 | 36.1 Mil | Financial Services |
Itron Inc | 1.54 | 35.2 Mil | Technology |
Medpace Holdings Inc | 1.52 | 34.7 Mil | Healthcare |
Merit Medical Systems Inc | 1.50 | 34.2 Mil | Healthcare |
Kratos Defense & Security Solutions Inc | 1.47 | 33.5 Mil | Industrials |