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Loomis Sayles Small/mid Cap Growth Fund Class N: (MF: LSMNX)

(NASDAQ Mutual Funds) As of May 7, 2026 05:21 PM ET

$16.01 USD

-0.25 (-1.54%)

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 Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.76 22
3 months 0.76 22
6 months 0.97 31
1 Year 14.53 53
3 Year 8.84 85
5 Year 2.46 88
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Mar 31, 2026

1 Year 14.53
5 Year 2.45
10 Year NA
Since Inception 7.70

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.76 NA NA NA
2025 -6.94 8.48 4.56 0.20
2024 8.95 0.94 6.02 0.96
2023 3.85 1.59 -6.26 7.89
2022 -14.53 -17.39 -1.80 5.21
2021 1.57 6.48 0.92 7.59

Annual Return

2026202520242023202220212020
% Total Return 0.765.7717.736.70-27.0617.4431.65
% Total Return Rel to Index 6.09-12.44-7.29-19.54-8.85-11.2313.25
% Total Return Rel to Peer 4.97-6.93-1.66-16.29-7.36-4.6111.73
% Perf Quintile vs Peer* 2.005.003.005.004.004.002.00
% Dividends 0.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.00
Capital Gains ($) 0.000.000.000.000.001.480.09
Expense Ratio 0.000.830.830.830.830.830.00

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