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Loomis Sayles Small Capital Value Fund Institutional Class (LSSCX)

US Funds

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19.34 -0.14 -0.72%

16/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 308.47M

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LSSCX Holdings

Comprehensive information about top holdings and Key Holding Information for the Loomis Sayles Small Cap Value Instl (LSSCX) fund. Our Loomis Sayles Small Cap Value Instl portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.23	2.23	0.00
Shares	97.77	97.77	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	13.23	15.61
Price to Book	1.64	1.91
Price to Sales	0.96	1.28
Price to Cash Flow	8.10	8.67
Dividend Yield	1.63	1.50
5 Years Earnings Growth	10.20	11.85

Sector Allocation

Name	Net %	Category Average
Industrials	21.05	19.36
Financial Services	19.96	17.73
Technology	12.55	14.55
Consumer Cyclical	9.86	12.23
Energy	8.53	4.98
Healthcare	8.15	11.80
Basic Materials	5.68	4.86
Communication Services	3.97	2.36
Utilities	3.72	2.97
Consumer Defensive	3.57	4.45
Real Estate	2.96	6.70

Region Allocation

Equities

North America
Latin America
Europe Developed
Africa & Middle East

Developed Markets

Top Holdings

Number of long holdings: 117

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Moog	US6153942023	1.91	162.84	-0.29%
Wintrust	US97650W1080	1.71	102.03	+0.41%
Knife River	US4988941047	1.67	92.11	-1.03%
United States Cellular	US9116841084	1.56	67.37	+0.76%
Talen Energy	US87422Q1094	1.55	202.69	-0.25%
Vontier	US9288811014	1.49	29.77	-0.87%
Federal Agricultural Mortgage	US3131483063	1.48	173.58	+1.57%
TTM	US87305R1095	1.46	18.45	-1.31%
Pinnacle	US72346Q1040	1.45	95.53	+0.82%
Popular	PR7331747001	1.36	85.45	+1.85%

Top Equity Funds by Loomis Sayles Funds

Name	Total Assets	YTD%	3Y%	10Y%
Loomis Sayles Small Cap Growth Inst	1.94B	-10.80	0.67	7.79
Loomis Sayles Small Cap Growth N	1.94B	-10.79	0.78	7.92
Loomis Sayles Small Cap Growth Reta	1.94B	-10.84	0.41	7.52
Loomis Sayles Small Cap Value N	308.47M	-6.27	5.49	6.92
Loomis Sayles Small Cap Value Retai	308.47M	-6.33	5.18	6.60

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Loomis Sayles Sma.	19.34	-0.14	-0.72%
	IA SRPclMyEduc+ F.	34.871	-0.625	-1.76%