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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: $21.70 on 7/22/2016, Change: +0.16 (0.74%)

 

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

Fund Manager Information

Fund Manager Tenure: 11.6 years
Fund Family: Loomis Sayles Funds
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.59)     (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 May 30, 2016

  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) management has been with Loomis Sayles Small Cap Growth Instl Fund for 11.6 years
  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has good short-term performance (1-year return -6.58% vs -7.74% Small Growth category median performance)
  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has good mid-term performance (3-year return 6.91% vs 6.86% Small Growth category median performance)
  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has good Long-term performance (5-year return 7.77% vs 7.01% 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
  • Asset base in Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has a lower expense ratio than its Small Growth average: 0.94% vs 1.31%
  • 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 May 30, 2016

  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has an annual stock turnover rate of 78.00% that is higher than the Small Growth average of 63.11%. 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 16.42 that is higher than category average of 15.82
See Loomis Sayles Small Cap Growth Instl Fund (LSSIX) performance details as of May 30, 2016

 

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-2.16-6.586.917.77
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

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
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

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
05/2016$1.11B
03/2016$1.10B
02/2016$1.02B
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
04/20163.16%96.84%0%0%
02/20163.91%96.09%0%0%
01/20163.4%96.6%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

Apr 29, 2016
The Ultimate Software Group, In [1.73%]
Guidewire Software, Inc. Common [1.62%]
Healthcare Services Group, Inc. [1.59%]
Bright Horizons Family Solution [1.59%]
MarketAxess Holdings, Inc. [1.58%]
Emergent Biosolutions, Inc. Com [1.57%]
Monro Muffler Brake, Inc. [1.54%]
Euronet Worldwide, Inc. [1.48%]
Pool Corporation [1.48%]
FEI Company [1.42%]

Feb 28, 2016
Bright Horizons Family Solution [1.64%]
Guidewire Software, Inc. Common [1.64%]
Monro Muffler Brake, Inc. [1.62%]
MarketAxess Holdings, Inc. [1.62%]
The Ultimate Software Group, In [1.62%]
Healthcare Services Group, Inc. [1.59%]
Euronet Worldwide, Inc. [1.55%]
Cynosure, Inc. [1.52%]
Texas Roadhouse, Inc. [1.48%]
Emergent Biosolutions, Inc. Com [1.47%]

Jan 30, 2016
Euronet Worldwide, Inc. [1.84%]
Guidewire Software, Inc. Common [1.79%]
Bright Horizons Family Solution [1.77%]
The Ultimate Software Group, In [1.61%]
Emergent Biosolutions, Inc. Com [1.56%]
MarketAxess Holdings, Inc. [1.55%]
Healthcare Services Group, Inc. [1.55%]
Bank of the Ozarks [1.54%]
Monro Muffler Brake, Inc. [1.52%]
Pool Corporation [1.49%]
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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