LCGRX Mutual Fund

LCGRX Mutual Fund (Loomis Sayles Small Cap Growth Fund Retail Class) is managed by Loomis Sayles Funds with $41.4M in net assets. LCGRX expense ratio is 1.18%, holding 101 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 1996-12-31.

LCGRX performance shows a YTD return of 13.72%. The 1-year return is 14.21% and the 5-year return is 4.02%.

LCGRX top holdings include Fixed Inc Clearing Corp.Repo 2.15% 09/01/2026 (3.9%), Ligand Pharmaceuticals, Inc. (1.9%), Oceaneering International Inc (1.8%), Esco Technologies Inc (1.8%), Marex Group Plc (1.8%). 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.