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Loomis Sayles Small Cap Growth N (LSSNX)

27.19
-0.25
(-0.91%)
As of 8:06:27 AM EDT. Market Open.
Loading Chart for LSSNX
  • Previous Close 27.44
  • YTD Return -3.00%
  • Expense Ratio 0.83%
  • Category Small Growth
  • Last Cap Gain 29.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 2.24B
  • Beta (5Y Monthly) 1.03
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 39.00%
  • Last Dividend --
  • Inception Date Dec 31, 1996

The fund normally will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in the equity securities of "small-cap companies," including preferred stocks, warrants, securities convertible into common or preferred stocks and other equity-like interests in an entity. Currently, the manager defines a small-cap company to be one whose market capitalization falls within the capitalization range of the Russell 2000® Index, an index that tracks stocks of 2,000 of the smallest U.S. companies.

Loomis Sayles Funds

Fund Family

Small Growth

Fund Category

2.24B

Net Assets

1996-12-31

Inception Date

Performance Overview: LSSNX

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Trailing returns as of 3/27/2025. Category is Small Growth.

YTD Return

LSSNX
3.00%
Category
12.40%
 

1-Year Return

LSSNX
6.07%
Category
55.69%
 

3-Year Return

LSSNX
3.52%
Category
19.34%
 

5-Year Return

LSSNX
8.73%
Category
20.72%
 

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Holdings: LSSNX

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Sector Weightings

SectorLSSNX
Healthcare   25.15%
Technology   22.22%
Industrials   21.69%
Energy   4.94%
Real Estate   0.00%
Utilities   0.00%

Recent News: LSSNX

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Research Reports: LSSNX

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