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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: $23.01 on 12/26/2014, Change: +0.13 (0.57%)

 

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

Fund Manager Information

Fund Manager Tenure: 10.0 years
Fund Family: Loomis Sayles Funds
Fund Category: Small Growth
Fund Performance: Nov 29, 2014
Fundmojo Fund Grade: B (Score: 0.67)     (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 F. 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 Nov 29, 2014

  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) management has been with Loomis Sayles Small Cap Growth Instl Fund for 10.0 years
  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has good mid-term performance (3-year return 17.51% vs 16.99% Small Growth category median performance)
  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has good Long-term performance (5-year return 19.17% vs 16.79% 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 a lower expense ratio than its Small Growth average: 0.94% vs 1.38%
  • 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 Nov 29, 2014

  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has a less-than-ideal short-term performance (1-year return 1.66% vs 3.61% Small Growth category median performance)
  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has an annual stock turnover rate of 63.00% that is higher than the Small Growth average of 59.84%. This could mean Loomis Sayles Small Cap Growth Instl is more nimble, but also signal potential high tax impact and high trading fees
  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.82 that is higher than category average of 13.68
See Loomis Sayles Small Cap Growth Instl Fund (LSSIX) performance details as of Nov 29, 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-0.271.6617.5119.17
Invesco Small Cap Growth A (GTSAX)7.4110.9820.7818.88Compare
Baron Small Cap Retail (BSCFX)1.755.4517.9516.59Compare
Wells Fargo Advantage Small Co Growth I (WSCGX)4.507.8521.2920.46Compare

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
PowerShares Fundamental Pure Sm (PXSG)4.00%6.20%16.33%
Vanguard Small Cap Growth ETF (VBK)3.25%5.84%18.69%
iShares Russell 2000 Growth Index (IWO)2.84%4.82%19.06%
Vanguard S&P Small-Cap 600 Gr Idx ETF (VIOG)2.00%3.34%18.81%
iShares Morningstar Small Growth Index (JKK)1.09%3.22%17.74%

 

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
11/2014$1.09B
10/2014$1.10B
09/2014$1.04B
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
09/20141.77%98.23%0%0%
08/20144.73%95.27%0%0%
07/20143.81%96.19%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

Sep 29, 2014
XPO Logistics, Inc. [1.87%]
Team Health Holdings, Inc. Team [1.51%]
Guidewire Software, Inc. Common [1.45%]
Genesee & Wyoming Inc. Class A [1.44%]
Bright Horizons Family Solution [1.37%]
Acadia Healthcare Company, Inc. [1.36%]
The Spectranetics Corporation [1.34%]
Monolithic Power Systems, Inc. [1.31%]
Aspen Technology, Inc. [1.29%]
InterXion Holding N.V. Ordinary [1.27%]

Aug 30, 2014
XPO Logistics, Inc. [1.46%]
Team Health Holdings, Inc. Team [1.45%]
Genesee & Wyoming Inc. Class A [1.41%]
Guidewire Software, Inc. Common [1.41%]
Acadia Healthcare Company, Inc. [1.37%]
The Spectranetics Corporation [1.36%]
Monolithic Power Systems, Inc. [1.35%]
Aspen Technology, Inc. [1.34%]
Bright Horizons Family Solution [1.26%]
Helix Energy Solutions Group, I [1.21%]

Jul 30, 2014
Team Health Holdings, Inc. Team [1.75%]
XPO Logistics, Inc. [1.54%]
Genesee & Wyoming Inc. Class A [1.5%]
Aspen Technology, Inc. [1.49%]
Oasis Petroleum Inc. Common Sto [1.37%]
Acadia Healthcare Company, Inc. [1.34%]
Guidewire Software, Inc. Common [1.32%]
The Spectranetics Corporation [1.3%]
Spirit Airlines, Inc. [1.3%]
Bright Horizons Family Solution [1.27%]
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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