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Loomis Sayles Small Cap Growth Instl LSSIX

Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 28.04  /  −0.18 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield
  • Turnover 37%

USD | NAV as of May 21, 2024 | 1-Day Return as of May 21, 2024, 10:21 PM GMT+0

Morningstar’s Analysis LSSIX

Will LSSIX outperform in future?

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

Veteran leadership and prudent style.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Loomis Sayles Small Cap Growth is attractive for its established managers and risk-sensitive approach.

Rated on Published on

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Portfolio Holdings LSSIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

2.21 51.3 Mil
Cash and Equivalents

Weatherford International PLC Ordinary Shares - New

2.01 46.8 Mil
Energy

MACOM Technology Solutions Holdings Inc

1.94 45.1 Mil
Technology

The AZEK Co Inc Class A

1.90 44.0 Mil
Industrials

Casella Waste Systems Inc Class A

1.80 41.7 Mil
Industrials

Applied Industrial Technologies Inc

1.62 37.6 Mil
Industrials

Medpace Holdings Inc

1.61 37.4 Mil
Healthcare

Varonis Systems Inc

1.58 36.7 Mil
Technology

Onto Innovation Inc

1.56 36.3 Mil
Technology

Option Care Health Inc

1.45 33.6 Mil
Healthcare