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Morningstar

Loomis Sayles Small/Mid Cap Growth Instl LSMIX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 11.96  /  −0.91 %
  • Total Assets 128.1 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 63%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LSMIX

Will LSMIX outperform in 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.

Loomis Sayles Small/ Mid Cap Growth Instl’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LSMIX

More LSMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

2.73 3.7 Mil
Cash and Equivalents

CyberArk Software Ltd

2.06 2.8 Mil
Technology

Nova Ltd

2.05 2.8 Mil
Technology

The AZEK Co Inc Class A

1.99 2.7 Mil
Industrials

Natera Inc

1.98 2.7 Mil
Healthcare

Axon Enterprise Inc

1.95 2.7 Mil
Industrials

Light & Wonder Inc Ordinary Shares

1.84 2.5 Mil
Consumer Cyclical

Tetra Tech Inc

1.82 2.5 Mil
Industrials

Pure Storage Inc Class A

1.77 2.4 Mil
Technology

Hamilton Lane Inc Class A

1.72 2.3 Mil
Financial Services