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Loomis Sayles Small Cap Value Retail LSCRX Fund Analysis

| Quantitative rating as of

Morningstar’s Analysis LSCRX

Will LSCRX outperform in future?

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

Summary

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Loomis Sayles Small Cap Value Retail's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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