About LSCRX
The Loomis Sayles Small Cap Value Fund Retail Class is an actively managed mutual fund that targets long-term capital growth by investing primarily in common stocks and other equity securities of small-cap companies. The fund adopts a disciplined bottom-up approach to value investing, with a core emphasis on careful security selection among U.S. businesses typically exhibiting lower market capitalizations. Through its diversified portfolio, the fund aims to identify companies trading below intrinsic value, seeking opportunities across sectors such as energy, technology, industrials, financial services, and healthcare. Notably, a concentrated portion of the fund’s assets is allocated to its top holdings, reflecting its focused investment style. With a minimum initial investment requirement, the fund is designed to cater to retail investors looking for exposure to small-cap value stocks within the broader equity market. Over time, it has differentiated itself with a consistent strategy, seasoned management, and ongoing engagement across economically significant segments of the U.S. small-cap landscape.
Fund Family Loomis Sayles Funds
Category Small Blend
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol LSCRX
Share Class Retail Class
Index Russell 2000 Value TR
LSCRX had a total return of 13.76% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.13%.
