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Loomis Sayles Small Cap Growth Fund Institutional Class (LSSIX)

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27.48 -0.14    -0.51%
08/05 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.27B
Loomis Sayles Small Cap Growth Instl 27.48 -0.14 -0.51%

LSSIX Overview

 
Find basic information about the Loomis Sayles Small Cap Growth Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add LSSIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.44%
Prev. Close27.62
Risk Rating
TTM Yield0%
ROE10.79%
IssuerN/A
Turnover37%
ROA3.14%
Inception Date35430
Total Assets2.27B
Expenses0.94%
Min. Investment100,000
Market Cap4.25B
CategorySmall Growth
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Loomis Sayles Small Cap Growth Fund Institutional Class Analysis


Performance

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Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1068 1068 1145 985 1494 2331
Fund Return 6.75% 6.75% 14.46% -0.5% 8.35% 8.83%
Place in category 383 383 425 224 249 177
% in Category 58 58 73 45 56 48

Top Equity Funds by Loomis Sayles Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Loomis Sayles Small Cap Growth N 2.27B 6.78 -0.39 8.96
  Loomis Sayles Small Cap Growth Reta 2.27B 6.67 -0.75 8.56
  Loomis Sayles Small Cap Value Instl 395.14M 8.52 8.10 8.28
  Loomis Sayles Small Cap Value N 395.14M 8.57 8.15 8.34
  Loomis Sayles Small Cap Value Retai 395.14M 8.46 7.82 8.01

Top Funds for Small Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Explorer Adm 18.24B 7.28 2.55 10.26
  Vanguard Small Cap Growth Index Adm 13.08B 7.99 -1.09 8.52
  Neuberger Berman Genesis R6 4.52B 5.67 3.28 9.56
  T. Rowe Price Instl Small-Cap Stock 4.33B 5.60 0.80 9.72
  T. Rowe Price QM US Small-Cap Gr Eq 4.34B 9.11 3.23 -

Top Holdings

Name ISIN Weight % Last Change %
  Azek Company US05478C1053 1.84 44.91 -2.75%
  MACOM Tech US55405Y1001 1.82 101.43 -1.52%
  Weatherford IE00BLNN3691 1.81 122.60 -1.53%
  Varonis Systems US9222801022 1.73 45.64 +1.42%
  Casella US1474481041 1.66 95.62 +0.28%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy BUY BUY
Summary Strong Buy Buy Buy
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