LSMIX Mutual Fund
LSMIX Mutual Fund
Loomis Sayles Small/Mid Cap Growth Fund Institutional Class
LSMIX Mutual Fund Overview
LSMIX Mutual Fund (Loomis Sayles Small/Mid Cap Growth Fund Institutional Class) is managed by Loomis Sayles Funds with $120.0M in net assets. LSMIX expense ratio is 0.85%, holding 83 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2015-06-30.
LSMIX performance shows a YTD return of 21.04%. The 1-year return is 26.74% and the 5-year return is 4.94%.
LSMIX top holdings include Fixed Inc Clearing Corp.Repo (3.0%), Bwx Technologies, Inc. (2.4%), Casey's General Stores Inc (2.3%), Advanced Energy Industries, Inc. (2.3%), Ciena Corp (2.2%). View all LSMIX holdings, sector breakdown, or dividend history.
LSMIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LSMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.