LCGRX : Loomis Sayles Small Cap Growth Fund Retail Class

LCGRX is a US Stocks Market Small Growth with MODERATE fees.

LCGRX

Loomis Sayles Small Cap Growth Fund Retail Class

FI Score

48 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

48% FI Score
  • lcgrx
  • Mutual Fund
  • US Stocks
  • Small Growth

Loomis Sayles Small Cap Growth Fund Retail Class

Expenses: 1.19% (Better than 1% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital growth. The fund normally will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in the equity securities of "small-cap companies," including preferred stocks, warrants, securities convertible into common or preferred stocks and other equity-like interests in an entity. Currently, the manager defines a small-cap company to be one whose market capitalization either falls within the capitalization range of the Russell 2000® Index, an index that tracks stocks of 2,000 of the smallest U.S. companies, or is $3 billion or less at the time of investment.

Largest Holdings

Amount Holding
1.99% Freshpet Inc
1.93% Five9 Inc
1.92% SiteOne Landscape Supply Inc
1.87% Mercury Systems Inc
1.84% Monolithic Power Systems Inc
1.77% Trex Co Inc
1.68% Quidel Corp
1.56% Kinsale Capital Group Inc
1.52% PRA Health Sciences Inc
1.52% Q2 Holdings Inc
1.49% Wingstop Inc
1.44% Amedisys Inc
1.42% LHC Group Inc
1.40% Goosehead Insurance Inc Class A
1.38% WNS (Holdings) Ltd ADR
1.35% Casella Waste Systems Inc Class A
1.30% Generac Holdings Inc
1.30% RealPage Inc
1.26% Pool Corp
1.25% Repligen Corp
1.24% Envestnet Inc
1.24% Novanta Inc
1.24% Globant SA
1.21% RBC Bearings Inc
1.20% Horizon Therapeutics PLC

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