LCGRX Mutual Fund

LCGRX Mutual Fund (Loomis Sayles Small Cap Growth Fund Retail Class) is managed by Loomis Sayles Funds with $71.2M in net assets. LCGRX expense ratio is 1.18%, holding 96 positions across sectors including Health Care, Industrials, Information Technology. Inception date: 1996-12-31.

LCGRX performance shows a YTD return of 19.43%. The 1-year return is 26.31% and the 5-year return is 4.21%. LCGRX dividend yield stands at 7.60%, paid annually.

LCGRX top holdings include Fixed Inc Clearing Corp.Repo 2.15 07/01/2026 (2.6%), Ligand Pharmaceuticals, Inc. (2.2%), Esco Technologies Inc (2.1%), Rbc Bearings Inc (2.0%), Mercury Systems Inc (2.0%). Go to all LCGRX holdings, LCGRX sectors, or LCGRX dividends.

LCGRX can be compared against other funds. Use LCGRX overlap to find shared positions, or LCGRX vs another fund for a side-by-side view. LCGRX alternatives are available via the screener, along with tax-loss harvesting opportunities.