Morningstar

Loomis Sayles Small/Mid Cap Growth Fund Institutional Class LSMIX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 17.36  /  0.00
  • Total Assets 243.0M
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 55%

USD | NAV as of Aug 18, 2026 | 1-Day Return as of Aug 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LSMIX

Will LSMIX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSMIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LSMIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LSMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Loomis Sayles Small/Mid Cap Growth Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings LSMIX

More LSMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

2.69 7M
Cash and Equivalents

Allegro Microsystems Inc Ordinary Shares

2.68 7M
Technology

MKS Inc

2.24 6M
Technology

Advanced Energy Industries Inc

2.20 5M
Industrials

Enova International Inc

2.17 5M
Financial Services

RBC Bearings Inc

2.07 5M
Industrials

Generac Holdings Inc

2.03 5M
Industrials

Natera Inc

1.98 5M
Healthcare

Life Time Group Holdings Inc

1.96 5M
Consumer Cyclical

ATI Inc

1.94 5M
Industrials

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