Morningstar

Loomis Sayles Small/Mid Cap Growth Fund Institutional Class LSMIX

Morningstar Medalist Rating
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Medalist Rating as of See Natixis Investment Hub
  • NAV / 1-Day Return $15.79  /  +0.96 %
  • Fund Size $190.2M
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 55%
NAV and 1-Day Return as of

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 18.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

2.76 6M
Cash and Equivalents

Life Time Group Holdings Inc

2.11 5M
Consumer Cyclical

ATI Inc

2.10 5M
Industrials

Hinge Health Inc Ordinary Shares - Class A

1.89 4M
Healthcare

Repligen Corp

1.86 4M
Healthcare

Charles River Laboratories International Inc

1.85 4M
Healthcare

Glaukos Corp

1.81 4M
Healthcare

Enova International Inc

1.79 4M
Financial Services

Natera Inc

1.78 4M
Healthcare

Travere Therapeutics Inc Ordinary Shares

1.76 4M
Healthcare

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