LSMIX Mutual Fund
LSMIX Mutual Fund
LSMIX Mutual Fund
Loomis Sayles Small/Mid Cap Growth Fund Institutional Class
LSMIX Mutual Fund Overview
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 Information Technology, Industrials, Health Care. 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 3.32%.
LSMIX top holdings include Fixed Inc Clearing Corp.Repo (3.0%), Bwx Technologies, Inc. (2.4%), Caseys General (2.3%), Advanced Energy Industries Inc. (2.3%), Ciena Corp (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.