Loomis Sayles Small/Mid Cap Growth FundLSMIX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$226.1M
Expense ratio
0.85%
1-year return
+14.6%
3 years, a year
+8.9%
5 years, a year
+2.5%
Holdings
83
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 |
|---|---|
| JOBY Fixed Income Clearing Corp. | 2.98% |
| BWXT BWX Technologies Inc | 2.40% |
| CASY Casey's General Stores Inc | 2.34% |
| AEIS Advanced Energy Industries Inc | 2.30% |
| CIEN Ciena Corp | 2.20% |
| RBC RBC Bearings Inc | 2.10% |
| INSM Insmed Inc | 2.01% |
| ITT ITT Inc | 1.86% |
| LAUR Laureate Education Inc | 1.84% |
| MKSI MKS Inc | 1.84% |
More on LSMIX.
- LSMIX overview
- LSMIX holdings
- LSMIX risk
- LSMIX costs
- LSMIX money in and out
- LSMIX share classes
- Compare LSMIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.