LSMNX Mutual Fund
LSMNX Mutual Fund
Loomis Sayles Small/Mid Cap Growth Fund Class N
LSMNX Mutual Fund Overview
LSMNX Mutual Fund (Loomis Sayles Small/Mid Cap Growth Fund Class N) is managed by Loomis Sayles Funds with $27.0M in net assets. LSMNX expense ratio is 0.83%, holding 83 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2019-10-01.
LSMNX performance shows a YTD return of 21.01%. The 1-year return is 26.79% and the 5-year return is 6.79%.
LSMNX 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 LSMNX holdings, sector breakdown, or dividend history.
LSMNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LSMNX alternatives are available via the screener, along with tax-loss harvesting opportunities.