LSCRX Mutual Fund
LSCRX Mutual Fund
LSCRX Mutual Fund
Loomis Sayles Funds - Small Cap Value Fund Retail Class
LSCRX Mutual Fund Overview
LSCRX Mutual Fund (Loomis Sayles Funds - Small Cap Value Fund Retail Class) is managed by Loomis Sayles Funds with $73.5M in net assets. LSCRX expense ratio is 1.15%, holding 101 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1996-12-31.
LSCRX performance shows a YTD return of 20.41%. The 1-year return is 24.73% and the 5-year return is 9.50%. LSCRX dividend yield stands at 15.25%, paid annually.
LSCRX top holdings include Moog Inccommon Stock (2.6%), Garrett Motion Inc (2.6%), Fixed Inc Clearing Corp.Repo (2.0%), Bel Fuse Inc Class B (2.0%), Kodiak Gas Services Inccommon Stock (1.9%). Go to all LSCRX holdings, LSCRX sectors, or LSCRX dividends.
LSCRX can be compared against other funds. Use LSCRX overlap to find shared positions, or LSCRX vs another fund for a side-by-side view. LSCRX alternatives are available via the screener, along with tax-loss harvesting opportunities.