Loomis Sayles Small Cap Growth’s veteran management duo and distinctive, well-executed process contribute to a Morningstar Analyst Rating of Silver for its cheapest share classes and Bronze for its most expensive. However, capacity concerns are beginning to develop.
Will LSSNX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSSNX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LSSNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LSSNX’s parent organization’s priorities and whether they’re in line with investors’ interests.