LSMIX Mutual Fund

LSMIX Mutual Fund (Loomis Sayles Small/Mid Cap Growth Fund Institutional Class) is managed by Loomis Sayles Funds with $120.0M in net assets. LSMIX expense ratio is 0.85%, holding 83 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2015-06-30.

LSMIX performance shows a YTD return of 13.91%. The 1-year return is 19.71% and the 5-year return is 3.33%.

LSMIX top holdings include Fixed Inc Clearing Corp.Repo 2.15 07/01/2026 (2.7%), Allegro Microsystems, Inc. (2.7%), Mks Instruments Inc (2.2%), Advanced Energy Industries Inc. (2.2%), Enova International Inc. (usd) (2.2%). Go to all LSMIX holdings, LSMIX sectors, or LSMIX dividends.

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