Breaking News
Get 55% Off 0
🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% each
Unlock Stocks
Close

Loomis Sayles Small Cap Growth Fund Institutional Class (LSSIX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
31.55 -0.28    -0.88%
13/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.49B
Type:  Fund
Market:  United States
Issuer:  Loomis Sayles Funds
Asset Class:  Equity
Loomis Sayles Small Cap Growth Instl 31.55 -0.28 -0.88%

LSSIX Holdings

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

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 3.67 3.67 0.00
Stocks 96.33 96.33 0.00

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 25.28 22.55
Price to Book 4.16 3.20
Price to Sales 2.71 2.13
Price to Cash Flow 15.80 12.32
Dividend Yield 0.27 0.68
5 Years Earnings Growth 15.12 14.19

Sector Allocation

Name  Net % Category Average
Healthcare 24.38 20.34
Industrials 23.85 19.87
Technology 20.22 24.68
Consumer Cyclical 13.19 11.52
Financial Services 8.27 9.02
Energy 5.65 4.27
Consumer Defensive 4.44 4.19

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 94

Number of short holdings: 0

Name ISIN Weight % Last Change %
  Hamilton Lane US4074971064 1.98 193.18 +1.47%
  MACOM Tech US55405Y1001 1.77 126.76 -1.52%
  Varonis Systems US9222801022 1.75 52.23 -1.82%
  Merit US5898891040 1.71 101.20 -0.47%
  Casella US1474481041 1.67 107.02 -2.60%
  Boot Barn Holdings US0994061002 1.64 132.93 +0.42%
  PJT Partners Inc US69343T1079 1.62 159.26 +0.25%
  Baldwin Insurance US05589G1022 1.57 44.39 -1.49%
Intapp Inc - 1.53 - -
PROCEPT BioRobotics Corp - 1.49 - -

Top Equity Funds by Loomis Sayles Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Loomis Sayles Small Cap Growth N 2.49B 9.93 -2.25 9.52
  Loomis Sayles Small Cap Growth Reta 2.49B 9.58 -2.60 9.13
  Loomis Sayles Small Cap Value Instl 415.64M 8.30 5.33 7.93
  Loomis Sayles Small Cap Value N 415.64M 8.39 5.38 8.00
  Loomis Sayles Small Cap Value Retai 415.64M 8.09 5.07 7.66
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

LSSIX Comments

Write your thoughts about Loomis Sayles Small Cap Growth Fund Institutional Class
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email