Loomis Sayles Small Cap Growth is attractive for its established managers and risk-sensitive approach.
Loomis Sayles Small Cap Growth Retail LCGRX
- NAV / 1-Day Return 25.55 / +1.31 %
- Total Assets 2.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.190%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 37%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis LCGRX
Will LCGRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 16.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Fixed Inc Clearing Corp.Repo | 4.03 | 95.7 Mil | Cash and Equivalents |
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Hamilton Lane Inc Class A | 1.81 | 43.0 Mil | Financial Services |
Varonis Systems Inc | 1.77 | 41.9 Mil | Technology |
MACOM Technology Solutions Holdings Inc | 1.75 | 41.6 Mil | Technology |
Merit Medical Systems Inc | 1.68 | 39.9 Mil | Healthcare |
The Baldwin Insurance Group Inc Class A | 1.58 | 37.5 Mil | Financial Services |
Weatherford International PLC Ordinary Shares - New | 1.56 | 37.0 Mil | Energy |
PJT Partners Inc Class A | 1.51 | 35.8 Mil | Financial Services |
Vertex Inc Class A | 1.50 | 35.7 Mil | Technology |