LSCRX Mutual Fund

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 14.99%, paid annually.

LSCRX top holdings include GBP260408 (3.0%), Moog Inccommon Stock (2.3%), Bel Fuse Inc., Class B (1.9%), Ttm Techologies (1.9%), Popular Inc_None_0 (1.8%). 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.