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Morningstar

Loomis Sayles Small Cap Value Instl LSSCX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 23.85  /  1.32 %
  • Total Assets 342.7 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.50%
  • Turnover 28%

USD | NAV as of Oct 02, 2023 | 1-Day Return as of Oct 02, 2023, 10:16 PM GMT+0

Morningstar’s Analysis LSSCX

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

People Pillar

The People Pillar is our evaluation of the LSSCX 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 LSSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Loomis Sayles Small Cap Value Instl's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LSSCX

More LSSCX Holdings
  • Current Portfolio Date
  • Equity Holdings 118
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 15.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Weatherford International PLC Ordinary Shares - New

1.90
6,744,552
Energy

Vontier Corp Ordinary Shares

1.66
5,878,067
Technology

Clean Harbors Inc

1.64
5,814,080
Industrials

Tenet Healthcare Corp

1.55
5,490,464
Healthcare

Lantheus Holdings Inc

1.50
5,317,675
Healthcare

Northern Oil & Gas Inc

1.43
5,068,789
Energy

Fixed Inc Clearing Corp.Repo

1.43
5,065,453
Cash and Equivalents

Kadant Inc

1.41
5,020,126
Industrials

Rambus Inc

1.41
5,014,244
Technology

Leonardo DRS Inc

1.38
4,896,036
Industrials