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Loomis Sayles Small Cap Growth Fd Cl N (tr Ii): (MF: LSSNX)

(NASDAQ Mutual Funds) As of Apr 1, 2026 04:24 PM ET

$29.13 USD

+0.29 (1.01%)

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 57
3 months 4.87 67
6 months 7.63 68
1 Year 13.80 71
3 Year 9.91 66
5 Year 2.62 76
10 Year 12.12 23

* 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 Feb 28, 2026

1 Year 3.76
5 Year 2.61
10 Year 10.09
Since Inception 10.68

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -10.78 9.41 5.70 0.57
2024 6.78 -0.35 6.44 1.65
2023 4.43 4.60 -5.22 8.22
2022 -13.23 -17.94 0.38 7.93
2021 2.93 4.11 -2.42 5.36

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.383.7615.1312.04-22.8510.1834.2726.640.6027.015.85
% Total Return Rel to Index 2.70-14.45-9.88-14.19-4.64-18.4915.87-4.844.995.21-6.08
% Total Return Rel to Peer -0.48-3.543.21-4.03-3.33-9.1315.281.2111.3711.41-10.10
% 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 0.000.820.830.830.820.820.820.820.820.820.83

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