Loomis Sayles Small Cap Growth Fund Institutional Class LSSIX

Morningstar Medalist Rating
  • NAV / 1-Day Return$31.41  /  +1.45%
  • Fund Size$2.0B
  • Adjusted Expense Ratio0.930%
  • Net Expense Ratio0.930%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategorySmall Growth
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$100,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio41%

Morningstar’s Analysis LSSIX

Will LSSIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Built to navigate small-growth stocks effectively over time.

Principal Tony Thomas

Tony Thomas

Principal

Summary

Loomis Sayles Small Cap Growth’s risk management continues to be a highlight.

Rated on Published on

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Portfolio Holdings LSSIX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings17.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

3.4073M
Cash and Equivalents

Ligand Pharmaceuticals Inc

2.1646M
Healthcare

Twist Bioscience Corp

2.1045M
Healthcare

ESCO Technologies Inc

1.8139M
Technology

Marex Group Ltd

1.7938M
Financial Services

RBC Bearings Inc

1.7738M
Industrials

Life Time Group Holdings Inc

1.6536M
Consumer Cyclical

Oceaneering International Inc

1.5934M
Energy

NeoGenomics Inc

1.5433M
Healthcare

The Vita Coco Co Inc

1.5333M
Consumer Defensive

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