Skip to Content

Loomis Sayles Small Cap Value Instl LSSCX

Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 22.52  /  −0.62 %
  • Total Assets 379.6 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 0.20%
  • Turnover 26%

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:16 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.

A sound investment process and strong management team 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LSSCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

4.21 14.7 Mil
Cash and Equivalents

Weatherford International PLC Ordinary Shares - New

2.54 8.9 Mil
Energy

Moog Inc A

1.80 6.3 Mil
Industrials

Vontier Corp Ordinary Shares

1.66 5.8 Mil
Technology

Northern Oil & Gas Inc

1.58 5.5 Mil
Energy

Clean Harbors Inc

1.54 5.4 Mil
Industrials

Noble Corp PLC Class A

1.52 5.3 Mil
Energy

Federal Agricultural Mortgage Corp Class C

1.51 5.3 Mil
Financial Services

Kadant Inc

1.50 5.2 Mil
Industrials

BellRing Brands Inc Class A

1.38 4.8 Mil
Consumer Defensive