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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: $24.72 on 4/16/2014, Change: +0.34 (1.39%)

 

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

Fund Manager Information

Fund Manager Tenure: 9.3 years
Fund Family: Natixis Funds
Fund Category: Small Growth
Fund Performance: Mar 30, 2014
Fundmojo Fund Grade: A (Score: 0.77)     (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 Mar 30, 2014

  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) management has been with Loomis Sayles Small Cap Growth Instl Fund for 9.3 years
  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has good short-term performance (1-year return 31.74% vs 25.46% Small Growth category median performance)
  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has good mid-term performance (3-year return 15.05% vs 12.76% Small Growth category median performance)
  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has good Long-term performance (5-year return 26.46% vs 24.30% 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 69.42%. 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 15.68, lower than category average of 17.17
  • Loomis Sayles Small Cap Growth Instl Fund (LSSIX) has a lower expense ratio than its Small Growth average: 0.94% vs 1.39%
  • 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 Mar 30, 2014

See Loomis Sayles Small Cap Growth Instl Fund (LSSIX) performance details as of Mar 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 Instl1.5831.7415.0526.46
AllianzGI Ultra Micro Cap Institutional (AUMIX)0.7134.2019.1436.67Compare
ING SmallCap Opportunities Port S2 (ISCTX)0.4723.9114.7425.94Compare
Invesco Small Cap Growth A (GTSAX)2.6727.0814.6624.86Compare

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
Rydex S&P SmallCap 600 Pure Growth (RZG)-1.15%28.58%15.58%
iShares S&P SmallCap 600 Growth (IJT)0.46%27.67%15.73%
Vanguard Russell 2000 Growth Index ETF (VTWG)0.55%27.49%13.57%
SPDR S&P 600 Small Cap Growth E (SLYG)0.01%27.48%15.76%
Vanguard S&P Small-Cap 600 Gr Idx ETF (VIOG)0.00%27.39%15.75%

 

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
03/2014$1.26B
02/2014$1.28B
01/2014$1.21B
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
02/20143.61%96.39%0%0%
12/20132.86%97.14%0%0%
11/20134.04%95.96%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

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%]

Dec 30, 2013
Dealertrack Technologies, Inc. [1.69%]
Grand Canyon Education, Inc. [1.62%]
HomeAway, Inc. [1.49%]
Genesee & Wyoming Inc. Class A [1.37%]
Corporate Executive Board Compa [1.36%]
Guidewire Software, Inc. Common [1.33%]
Aspen Technology, Inc. [1.32%]
The Ultimate Software Group, In [1.32%]
Hexcel Corporation Common Stock [1.26%]
Spirit Airlines, Inc. [1.22%]

Nov 29, 2013
Grand Canyon Education, Inc. [1.71%]
Dealertrack Technologies, Inc. [1.49%]
Genesee & Wyoming Inc. Class A [1.38%]
The Ultimate Software Group, In [1.37%]
HomeAway, Inc. [1.35%]
Corporate Executive Board Compa [1.31%]
Guidewire Software, Inc. Common [1.31%]
Alkermes PLC [1.31%]
Aspen Technology, Inc. [1.26%]
Hexcel Corporation Common Stock [1.25%]
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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