Loomis Sayles Small Cap Growth Fd Retail Cl (LCGRX) Research
The primary objective of this fund is to allocate a minimum of 80% of its total investment capital, including any borrowed funds, to the equity holdings of smaller businesses. This encompasses various types of shares, such as preferred stock, warrants, securities convertible into common or preferred shares, and other interests akin to company ownership. Currently, the fund's manager designates a company as "small-cap" if its market value aligns with the range of the Russell 2000® Index – a benchmark that tracks the 2,000 smallest publicly traded U.S. companies – or if its market capitalization is $3 billion or less at the point of investment.
Market snapshot
- Symbol
- LCGRX
- Price
- $29.07
- Day change
- +2.00%
- Market cap
- $2.1B
- 52-week range
- 22.83-29.07
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- iShares Russell Mid-Cap Index Inv A (BRMAX)
- iShares Russell Mid-Cap Index K (BRMKX)
- Calvert Small-Cap R6 (CALRX)
- Calvert Small-Cap Fund (CSVIX)
- Madison Mid Cap Fund Class Y (GTSGX)
- Harbor Small Cap Value Fund Institutional Class (HASCX)
- Harbor Small Cap Growth Fund Investor Class (HISGX)
- Columbia Dividend Opportunity Fund Class A (INUTX)
Open Loomis Sayles Small Cap Growth Fd Retail Cl (LCGRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.