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Loomis Sayles Small Cap Growth Instl (LSSIX) Fund Ranking and Research

Ranking, Research and Recommendation of Loomis Sayles Small Cap Growth Instl (LSSIX) Fund

    Last Trade: $25.20 on 8/29/2014, Change: +0.19 (0.76%)

 

Graph of Loomis Sayles Small Cap Growth Instl Fund (LSSIX) ManagerFund Manager - Mark Burns

Fund Manager Information

Fund Manager Tenure: 9.7 years
Fund Family: Loomis Sayles Funds
Fund Category: Small Growth
Fund Performance: Jul 30, 2014
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Mark Burns is vice president of Loomis, Sayles & Company and a portfolio manager for the Loomis Sayles Small Cap Growth strategies. Mark joined Loomis Sayles in 1999 as a small cap growth analyst working on a broad range of sectors including technology, consumer and healthcare. He began his investment career as investment analyst for New England Pension Consultants. There he performed research on small cap strategies, developed risk/return assumptions for all asset classes and performed asset allocation studies. Mark was the chief architect of the Loomis' diversified approach to small cap management. Mark is a graduate of Colby College and earned his MBA from the Johnson School of Management at Cornell University.  Get more insights on Mark Burns

 

Graph of Loomis Sayles Small Cap Growth Instl Fund (LSSIX) ProfileLoomis Sayles Small Cap Growth Instl Fund (LSSIX) Profile

Fund Profile and Description

Loomis Sayles Small Cap Growth Instl Fund seeks long-term capital growth. Loomis Sayles Small Cap Growth Instl Fund normally invests at least 80% of assets in equity securities of small companies with market capitalizations that fall within the capitalization range of the Russell 2000 index. It invests 20% of assets in companies of any size. Loomis Sayles Small Cap Growth Instl Fund invests any portion of assets in securities of Canadian issuers and up to 20% of assets in other foreign securities, including emerging markets securities. It engages in foreign currency transactions, options and futures transactions, securities lending.

 

Loomis Sayles Small Cap Growth Instl (LSSIX) Fund Strength What we like about Loomis Sayles Small Cap Growth Instl (LSSIX) Fund

Data for Loomis Sayles Small Cap Growth Instl Fund (LSSIX) as of Jul 30, 2014

  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) management has been with Loomis Sayles Small Cap Growth Instl Fund for 9.7 years
  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has good mid-term performance (3-year return 12.42% vs 12.02% Small Growth category median performance)
  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has good Long-term performance (5-year return 19.23% vs 16.71% Small Growth category median performance)
  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) ratio of up-years vs down years is greater than 2
  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has a Morningstar rating of 4 and above
  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has an annual stock turnover rate of 56.00% vs Small Growth average of 58.34%. It is good that Loomis Sayles Small Cap Growth Instl management does not trade extensively for its return.
  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.12, lower than category average of 17.57
  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has a lower expense ratio than its Small Growth average: 0.94% vs 1.37%
  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Loomis Sayles Small Cap Growth Instl Fund (LSSIX) Weakness What we are cautious about Loomis Sayles Small Cap Growth Instl (LSSIX) Fund

Data for Loomis Sayles Small Cap Growth Instl Fund (LSSIX) as of Jul 30, 2014

  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has a less-than-ideal short-term performance (1-year return 4.64% vs 8.32% Small Growth category median performance)
  • Asset base in Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Loomis Sayles Small Cap Growth Instl Fund (LSSIX) performance details as of Jul 30, 2014

 

What do you think?

 

Compare Loomis Sayles Small Cap Growth Instl Fund (LSSIX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Loomis Sayles Small Cap Growth Instl-6.924.6412.4219.23
Voya SmallCap Opportunities Portfolio S2 (ISCTX)-3.058.3514.8918.20Compare
Invesco Small Cap Growth A (GTSAX)-0.9813.7714.8118.10Compare
AllianceBern Small Cap Growth A (QUASX)-4.8010.2115.0520.91Compare

See top fund managers for Small Growth Category Funds

 

Compare Loomis Sayles Small Cap Growth Instl Fund (LSSIX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares S&P SmallCap 600 Growth (IJT)-3.96%9.97%14.66%
iShares Russell 2000 Growth Index (IWO)-3.89%8.98%13.69%
iShares Morningstar Small Growth Index (JKK)-4.45%8.92%13.37%
First Trust Small Cap Growth Al (FYC)-1.34%23.00%13.58%
PowerShares Fundamental Pure Sm (PXSG)1.96%12.04%12.21%

 

Graph of Loomis Sayles Small Cap Growth Instl Fund (LSSIX) Net Asset TrackingLoomis Sayles Small Cap Growth Instl (LSSIX) Fund Net Asset

Track net asset change of Loomis Sayles Small Cap Growth Instl fund (LSSIX)

DateNet Asset
07/2014$1.08B
06/2014$1.16B
03/2014$1.26B
More historic net asset information on Loomis Sayles Small Cap Growth Instl Fund (LSSIX)

  

Graph of Loomis Sayles Small Cap Growth Instl Fund (LSSIX) Portfolio TrackingLoomis Sayles Small Cap Growth Instl (LSSIX) Fund Portfolio Allocation

Track portfolio allocation change of Loomis Sayles Small Cap Growth Instl fund (LSSIX)

DateCashStockBondOther
05/20142.92%97.08%0%0%
04/20144.45%95.55%0%0%
02/20143.61%96.39%0%0%
Click here to see more historic asset allocation information on Loomis Sayles Small Cap Growth Instl Fund (LSSIX)

 

graph of Loomis Sayles Small Cap Growth Instl Fund (LSSIX) Top 10 Position TrackingTop 10 Holdings in Loomis Sayles Small Cap Growth Instl (LSSIX) Fund

Discover what Loomis Sayles Small Cap Growth Instl Fund (LSSIX) manager is buying

May 30, 2014
Team Health Holdings, Inc. Team [1.61%]
Dealertrack Technologies, Inc. [1.55%]
Aspen Technology, Inc. [1.51%]
Genesee & Wyoming Inc. Class A [1.51%]
Measurement Specialties, Inc. [1.36%]
Grand Canyon Education, Inc. [1.32%]
Oasis Petroleum Inc. Common Sto [1.3%]
XPO Logistics, Inc. [1.28%]
Forum Energy Technologies, Inc. [1.27%]
Guidewire Software, Inc. Common [1.27%]

Apr 29, 2014
Dealertrack Technologies, Inc. [1.71%]
Genesee & Wyoming Inc. Class A [1.5%]
Team Health Holdings, Inc. Team [1.48%]
Aspen Technology, Inc. [1.44%]
Corporate Executive Board Compa [1.43%]
Manitowoc Company, Inc. (The) C [1.35%]
XPO Logistics, Inc. [1.34%]
Measurement Specialties, Inc. [1.32%]
Gulfport Energy Corporation [1.29%]
Grand Canyon Education, Inc. [1.25%]

Feb 27, 2014
Dealertrack Technologies, Inc. [1.78%]
HomeAway, Inc. [1.57%]
Manitowoc Company, Inc. (The) C [1.42%]
Aspen Technology, Inc. [1.39%]
XPO Logistics, Inc. [1.38%]
Guidewire Software, Inc. Common [1.37%]
The Ultimate Software Group, In [1.35%]
Genesee & Wyoming Inc. Class A [1.32%]
The Spectranetics Corporation [1.32%]
LifeLock, Inc. Common Stock [1.31%]
Click here for Stock Holding Change Map in Loomis Sayles Small Cap Growth Instl Fund (LSSIX)

  

Latest News on Loomis Sayles Small Cap Growth Instl (LSSIX) Fund

See what is happening with Loomis Sayles Small Cap Growth Instl Fund (LSSIX)

 

Loomis Sayles Small Cap Growth Instl Fund (LSSIX) Related ResourcesSee more information on Loomis Sayles Small Cap Growth Instl (LSSIX) Fund

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