About LSSIX
The Loomis Sayles Small Cap Growth Fund Institutional Class is a mutual fund designed to seek long-term capital appreciation by investing primarily in stocks of small-cap companies. Managed by Loomis, Sayles & Company, the fund targets businesses that demonstrate strong growth potential, typically found within the lower end of the market capitalization spectrum. Its investment strategy emphasizes identifying innovative or rapidly expanding organizations across a wide range of sectors, including technology, healthcare, industrials, and energy. The fund is benchmarked against the Russell 2000 Growth Index, reflecting its focus on small-cap growth equities.
With a minimum initial investment requirement of $1,000,000 for institutional investors, the fund maintains an expense ratio that is competitive for its category. Notable holdings span industries such as technology, healthcare, and industrials, reflecting a diversified approach within its specialization. The Loomis Sayles Small Cap Growth Fund Institutional Class plays a significant role for investors seeking exposure to the dynamic U.S. small-cap growth segment through a professionally managed portfolio, contributing to asset allocation strategies that aim for higher growth potential and long-term wealth accumulation.
Fund Family Loomis Sayles Funds
Category Small Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol LSSIX
Share Class Institutional Class
Index Russell 2000 Growth TR
LSSIX had a total return of 23.88% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.91%.
