Morningstar

Loomis Sayles Small/Mid Cap Growth Fund Class N LSMNX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 16.75  /  +1.27 %
  • Total Assets 233.2M
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.00
  • Turnover 55%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LSMNX

Will LSMNX 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 LSMNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LSMNX 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 LSMNX’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 N 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.

by Morningstar Automated Analysis
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Portfolio Holdings LSMNX

More LSMNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

2.83 6M
Cash and Equivalents

MKS Inc

2.37 5M
Technology

Allegro Microsystems Inc Ordinary Shares

2.22 5M
Technology

Generac Holdings Inc

2.12 5M
Industrials

BWX Technologies Inc

2.10 5M
Industrials

Casey's General Stores Inc

2.10 5M
Consumer Cyclical

Ciena Corp

2.08 5M
Technology

RBC Bearings Inc

2.02 5M
Industrials

Advanced Energy Industries Inc

1.96 4M
Industrials

Nova Ltd

1.93 4M
Technology

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