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Loomis Sayles Small Cap Growth Fund Institutional Class: (MF: LSSIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:20 PM ET

$28.48 USD

0.00 (NA)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 6.38 56
3 months 4.88 67
6 months 7.62 68
1 Year 13.73 71
3 Year 9.78 68
5 Year 2.50 77
10 Year 12.00 26

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 164.24
Bear Market (10/07 - 2/09) -51.01
Bull Market (2/09 - 3/21) 832.47

Load Adjusted Returns as of Feb 28, 2026

1 Year 3.66
5 Year 2.50
10 Year 9.96
Since Inception 7.48

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -10.79 9.36 5.71 0.52
2024 6.75 -0.39 6.42 1.61
2023 4.38 4.59 -5.23 8.16
2022 -13.26 -17.96 0.39 7.88
2021 2.91 4.08 -2.42 5.31

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.383.6614.9811.91-22.9310.0634.1226.500.4426.845.72
% Total Return Rel to Index 2.69-14.55-10.03-14.33-4.73-18.6115.72-4.984.845.04-6.21
% Total Return Rel to Peer -0.50-3.633.06-4.16-3.42-9.2415.121.0711.2211.24-10.22
% Perf Quintile vs Peer* 4.004.000.005.004.004.002.003.001.001.005.00
% 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 0.000.930.940.940.930.920.940.950.940.950.95

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