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Loomis Sayles Funds - Small Cap Value Fd Instl Class (trust I): (MF: LSSCX)

(NASDAQ Mutual Funds) As of Apr 7, 2026 04:22 PM ET

$21.12 USD

+0.28 (1.34%)

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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3-Hold of 5     3    

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Zacks Premium Research for LSSCX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

Fund Description

The fund was incepted in May 1991 and is managed by Loomis, Sayles & Company, L.P. The fund seeks long-term capital growth from investments in common stocks or other equity securities. The fund invests primarily in stocks of companies with a market capitalization that falls within the capitalization range of the Russell 2000 Index, and the rest of its assets are invested in larger companies. The fund may invest up to 20% of its assets in securities of foreign issuers. The fund distributes its dividends and capital gains annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Loomis Sayles Sm Cap Value I LSSCX NA NA 0.00 0.00 0.75 0.90

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Loomis Sayles Sm Cap Value I LSSCX 21.12 5/13/1991 0.99 17.85 12.06 9.35
Loomis Sayles Sm Cap Value Ret LSCRX 20.05 5/13/1991 0.82 17.54 11.79 9.08
Loomis Sayles Sm Cap Value Ad LSVAX 17.30 1/31/2003 0.73 17.22 11.50 8.80

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Loomis Sayles Sm Cap Value I LSSCX 100000 0 0 A

Contact Information

Family Loomis-Sayles
Address One Financial Center
Boston, MA 02111
Phone 800 633-3330