Morningstar

Loomis Sayles Small Capital Value Fund Institutional Class LSSCX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Natixis Investment Hub
  • NAV / 1-Day Return$23.60  /  −1.21%
  • Fund Size$336.8M
  • Adjusted Expense Ratio0.900%
  • Net Expense Ratio0.900%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategorySmall Blend
  • Equity Style Box (Funds)Small Blend
  • Minimum Initial Investment$100,000
  • Investment StatusOpen
  • TTM Yield0.95%
  • Turnover Ratio36%
NAV and 1-Day Return as of

Morningstar’s Analysis LSSCX

Will LSSCX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Loomis Sayles Small Cap Value 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.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LSSCX

More LSSCX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings15.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

1.947M
Cash and Equivalents

TD Synnex Corp

1.756M
Technology

Concentra Group Holdings Parent Inc

1.696M
Healthcare

Garrett Motion Inc Ordinary Shares - New

1.666M
Consumer Cyclical

Ameris Bancorp

1.616M
Financial Services

Popular Inc

1.565M
Financial Services

Federal Agricultural Mortgage Corp Class C

1.545M
Financial Services

Griffon Corp

1.535M
Industrials

Kodiak Gas Services Inc

1.525M
Energy

Moog Inc Class A

1.435M
Industrials

Sponsor Center

Site Index
United States Flag United States

© Copyright 2026 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.