Loomis Sayles Small Cap Value Fund (LSSCX) Research

This fund typically commits a minimum of 80% of its total assets (including any borrowed capital for investment) to ownership stakes in smaller capitalization companies. These investments may include preferred shares, warrants, securities convertible into common or preferred stock, and other forms of equity participation in an entity. The manager currently defines a small-cap company as one whose market value falls within the range represented by the Russell 2000® Index, which tracks the performance of the 2,000 smallest publicly traded U.S. enterprises.

Market snapshot

Symbol
LSSCX
Price
$24.08
Day change
+1.52%
Market cap
$343.4M
52-week range
20.07-24.25
Sector
Financial Services
Industry
Asset Management

Peer companies

  • abrdn U.S. Small Cap Equity Fund (GSXIX)
  • Meridian Small Cap Growth Fund (MSGGX)
  • Victory Integrity Mid-Cap Value Fund (MYIMX)
  • Northern Large Cap Core Fund (NOLCX)
  • Timothy Plan Large/Mid Cap Value Fund (TLVAX)
  • Pear Tree Quality Fund (USBOX)
  • Wasatch Micro Cap Value Fund (WAMVX)

Open Loomis Sayles Small Cap Value Fund (LSSCX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.