Morningstar

Loomis Sayles Small Cap Growth Fund Institutional Class LSSIX

Morningstar Medalist Rating
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Medalist Rating as of See Natixis Investment Hub
  • NAV / 1-Day Return $30.87  /  −1.59 %
  • Fund Size $2.1B
  • Adjusted Expense Ratio 0.930%
  • Net Expense Ratio 0.930%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 41%
NAV and 1-Day Return as of

Morningstar’s Analysis LSSIX

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

  • People Pillar

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

Built to navigate small-growth stocks effectively over time.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

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

by Tony Thomas
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Portfolio Holdings LSSIX

More LSSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fixed Inc Clearing Corp.Repo

3.86 87M
Cash and Equivalents

Ligand Pharmaceuticals Inc

1.88 42M
Healthcare

Oceaneering International Inc

1.81 41M
Energy

ESCO Technologies Inc

1.79 40M
Technology

Marex Group Ltd

1.78 40M
Financial Services

Twist Bioscience Corp

1.76 39M
Healthcare

ATI Inc

1.69 38M
Industrials

RBC Bearings Inc

1.68 38M
Industrials

Life Time Group Holdings Inc

1.67 37M
Consumer Cyclical

RadNet Inc

1.53 34M
Healthcare

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