LSSCX Mutual Fund

LSSCX Mutual Fund (Loomis Sayles Funds - Small Cap Value Fund Institutional Class) is managed by Loomis Sayles Funds with $235.5M in net assets. LSSCX expense ratio is 0.90%, holding 101 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1991-05-13.

LSSCX performance shows a YTD return of 20.58%. The 1-year return is 25.01% and the 5-year return is 9.77%. LSSCX dividend yield stands at 14.76%, paid annually.

LSSCX 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 LSSCX holdings, LSSCX sectors, or LSSCX dividends.

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