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Loomis Sayles Small Cap Growth Fd Retail Cl: (MF: LCGRX)

(NASDAQ Mutual Funds) As of Jul 31, 2026 05:47 PM ET

$28.21 USD

-0.13 (-0.46%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 28.45 11
3 months 27.69 13
6 months 28.45 11
1 Year 36.26 40
3 Year 15.96 50
5 Year 6.05 63
10 Year 12.72 20

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 160.44
Bear Market (10/07 - 2/09) -51.13
Bull Market (2/09 - 3/21) 887.89

Load Adjusted Returns as of Jun 30, 2026

1 Year 36.26
5 Year 6.05
10 Year 12.72
Since Inception 7.82

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.59 27.69 NA NA
2025 -10.84 9.32 5.60 0.45
2024 6.67 -0.45 6.32 1.55
2023 4.27 4.56 -5.33 8.16
2022 -13.31 -18.03 0.35 7.82
2021 2.83 4.02 -2.49 5.25

Annual Return

20262025202420232022202120202019201820172016
% Total Return 28.453.3914.6511.64-23.119.7733.7626.210.2226.535.45
% Total Return Rel to Index 4.10-14.82-10.36-14.60-4.91-18.9015.36-5.274.624.74-6.47
% Total Return Rel to Peer 1.15-3.902.73-4.43-3.59-9.5314.760.7811.0010.94-10.49
% Perf Quintile vs Peer* 3.004.002.005.004.004.002.003.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.002.141.060.610.726.480.622.352.583.200.00
Expense Ratio 1.191.181.191.191.181.171.191.191.191.201.20

* 1 = Top 20%, 5 = Bottom 20%