LSVAX Mutual Fund
LSVAX Mutual Fund
LSVAX Mutual Fund
Loomis Sayles Funds - Small Cap Value Fund Admin Class
LSVAX Mutual Fund Overview
LSVAX Mutual Fund (Loomis Sayles Funds - Small Cap Value Fund Admin Class) is managed by Loomis Sayles Funds with $6.2M in net assets. LSVAX expense ratio is 1.40%, holding 101 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1998-01-02.
LSVAX performance shows a YTD return of 20.25%. The 1-year return is 24.38% and the 5-year return is 9.22%. LSVAX dividend yield stands at 17.47%, paid annually.
LSVAX 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 LSVAX holdings, LSVAX sectors, or LSVAX dividends.
LSVAX can be compared against other funds. Use LSVAX overlap to find shared positions, or LSVAX vs another fund for a side-by-side view. LSVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.