Loomis Sayles Small Cap Growth FundLCGRX

MUTUAL FUNDLoomis Sayles
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$1.9B
Expense ratio
1.18%
1-year return
+20.2%
3 years, a year
+13.0%
5 years, a year
+4.2%
12-month yield
7.91%
Holdings
96

What it aims to do.

The Funds investment objective is long-term capital growth from investments in common stocks or other equity securities.

Top 10 holdings.

Holding% of fund
ESE ESCO Technologies Inc2.46%
RBC RBC Bearings Inc2.25%
AEIS Advanced Energy Industries Inc2.10%
MTSI MACOM Technology Solutions Holdings Inc2.08%
LGND Ligand Pharmaceuticals Inc2.05%
ATI ATI Inc1.97%
STRL Sterling Infrastructure Inc1.91%
ROAD Construction Partners Inc1.75%
AIR AAR Corp1.68%
JOBY Fixed Income Clearing Corp.1.55%

More on LCGRX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.