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Loomis Sayles Small Cap Value Retail LSCRX

Quantitative rating as of
NAV / 1-Day Return
24.92  /  0.36 %
Total Assets
459.7 Mil
Adj. Expense Ratio
1.150%
Expense Ratio
1.150%
Distribution Fee Level
Average
Share Class Type
No Load
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00
Turnover
23%

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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