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Loomis Sayles Small Cap Growth Retail LCGRX

Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 23.63  /  −0.76 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    1.190%
  • 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 Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:16 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.

Veteran leadership and prudent style.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Loomis Sayles Small Cap Growth is attractive for its established managers and risk-sensitive approach.

Rated on Published on

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Portfolio Holdings LCGRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MACOM Technology Solutions Holdings Inc

2.01 45.6 Mil
Technology

Weatherford International PLC Ordinary Shares - New

1.95 44.2 Mil
Energy

Rambus Inc

1.89 42.8 Mil
Technology

Casella Waste Systems Inc Class A

1.65 37.5 Mil
Industrials

Installed Building Products Inc

1.65 37.4 Mil
Consumer Cyclical

Varonis Systems Inc

1.62 36.7 Mil
Technology

Option Care Health Inc

1.55 35.1 Mil
Healthcare

Texas Roadhouse Inc

1.54 35.0 Mil
Consumer Cyclical

Hamilton Lane Inc Class A

1.54 35.0 Mil
Financial Services

The AZEK Co Inc Class A

1.54 34.9 Mil
Industrials