Loomis Sayles Small Cap Growth Fund Retail Class LCGRX

Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 28.98  /  −0.82 %
  • Total Assets 2.2B
  • 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 Jul 17, 2026 | 1-Day Return as of Jul 17, 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.

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.

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Portfolio Holdings LCGRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

3.41 73M
Cash and Equivalents

Ligand Pharmaceuticals Inc

2.02 43M
Healthcare

RBC Bearings Inc

2.02 43M
Industrials

Mercury Systems Inc

2.01 43M
Industrials

ATI Inc

2.01 43M
Industrials

The Vita Coco Co Inc

1.99 43M
Consumer Defensive

MACOM Technology Solutions Holdings Inc

1.99 43M
Technology

ESCO Technologies Inc

1.99 43M
Technology

Sterling Infrastructure Inc

1.81 39M
Industrials

Extreme Networks Inc

1.78 38M
Technology

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