Loomis Sayles Small Cap Value Fund (LSVAX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Loomis Sayles Small Cap Value Fund (LSVAX) trades at $19.83. Loomis Sayles Small Cap Value Fund (LSVAX) invests in equity securities of small-cap companies, mirroring the Russell 2000 Index. Market cap: $360M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for LSVAX: LSVAX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates LSVAX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
Not enough scored data yet to form a council read on LSVAX.
How is this calculated? →Loomis Sayles Small Cap Value Fund (LSVAX) Financial Services Profile
Loomis Sayles Small Cap Value Fund (LSVAX) is an asset management fund focusing on small-cap equity securities within the Russell 2000 Index range. With a market capitalization of $360M and a beta of 1.06, the fund seeks long-term capital appreciation through investments in undervalued small-cap companies.
What Is the Investment Thesis for LSVAX?
Loomis Sayles Small Cap Value Fund (LSVAX) presents an investment opportunity for those seeking exposure to undervalued small-cap stocks. With a market capitalization of $360M and a beta of 1.06, LSVAX offers a diversified portfolio of small-cap equities. The fund's focus on value investing and strategic asset allocation within the Russell 2000 Index provides a foundation for long-term capital appreciation. Key value drivers include the fund's ability to identify and capitalize on market inefficiencies within the small-cap segment. Upcoming catalysts include potential economic recovery and increased investor interest in small-cap stocks. A potential risk is the fund's performance being closely tied to the Russell 2000 Index, making it susceptible to broader market downturns affecting small-cap companies.
Based on FMP financials and quantitative analysis
LSVAX Key Highlights
Market Cap: $0.35B, indicating the fund's size and scope within the small-cap market.
- Beta: 1.06, suggesting the fund's volatility is slightly higher than the market average.
- Investment Focus: At least 80% of net assets are invested in small-cap equity securities.
- Benchmark: Performance is measured against the Russell 2000® Index.
- Dividend Yield: None, indicating that the fund does not distribute dividends.
Who Are LSVAX's Competitors?
LSVAX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| GSXIX abrdn U.S. Small Cap Equity Fund | $53.90 | -1.43% | $393M | 44 |
| MSGGX Meridian Small Cap Growth Fund | $13.56 | -0.88% | $349M | 44 |
| NOLCX Northern Large Cap Core Fund | $35.66 | -0.75% | $357M | 49 |
| VIESX Virtus KAR Emerging Markets Small-Cap Fund | $16.86 | +0.00% | $321M | 44 |
| WAMVX Wasatch Micro Cap Value Fund | $4.89 | -1.21% | $398M | 46 |
| SOR Source Capital, Inc. | $46.29 | -0.92% | $381M | 71 |
| CAF Morgan Stanley China A Share Fund, Inc. | $19.33 | -1.23% | $325M | 87 |
| PLTS Platinum Analytics Cayman Ltd. | $17.50 | +0.00% | $316M | 68 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are LSVAX's Key Strengths?
Experienced investment management team.
- Disciplined value-oriented investment approach.
- Diversified portfolio across various sectors.
- Established track record in small-cap investing.
What Are LSVAX's Weaknesses?
Performance is closely tied to the Russell 2000 Index.
- Susceptible to market downturns affecting small-cap companies.
- Higher volatility compared to large-cap investments.
- Dependence on identifying undervalued companies.
What Could Drive LSVAX Stock Higher?
Potential economic recovery benefiting small-cap companies.
- Increased investor interest in value investing.
- Strategic asset allocation to enhance returns.
What Are the Key Risks for LSVAX?
Market downturns affecting small-cap companies.
- Increased competition from other asset management firms.
- Changes in market sentiment towards value investing.
- Performance closely tied to the Russell 2000 Index.
What Are the Growth Opportunities for LSVAX?
- Increased Investor Interest in Small-Cap Stocks: The fund can capitalize on growing investor interest in small-cap stocks, driven by their potential for higher growth compared to large-cap companies. As the economy recovers, small-cap companies are expected to benefit from increased consumer spending and business investment. The market size for small-cap investments is substantial, with the Russell 2000 Index representing a significant portion of the overall equity market. Timeline: Ongoing.
- Strategic Asset Allocation: The fund can enhance its returns through strategic asset allocation, by identifying and investing in undervalued companies with strong growth potential. By diversifying its portfolio across various sectors, the fund can mitigate risk and capitalize on opportunities across different industries. The market size for strategic asset allocation is significant, with institutional investors increasingly adopting this approach to enhance portfolio performance. Timeline: Ongoing.
- Expansion of Distribution Channels: The fund can expand its distribution channels to reach a wider audience of investors. By partnering with financial advisors and online investment platforms, the fund can increase its visibility and attract new investors. The market size for online investment platforms is growing rapidly, providing a significant opportunity for the fund to expand its reach. Timeline: Ongoing.
- Enhanced Marketing and Communication: The fund can improve its marketing and communication efforts to better communicate its investment strategy and performance to investors. By highlighting its value-oriented approach and track record of generating superior risk-adjusted returns, the fund can attract new investors and retain existing ones. The market size for financial marketing is substantial, with asset management firms investing heavily in marketing and communication to attract and retain investors. Timeline: Ongoing.
- Technological Innovation: The fund can leverage technological innovation to improve its investment process and enhance its operational efficiency. By adopting advanced data analytics and artificial intelligence tools, the fund can identify investment opportunities more effectively and manage its portfolio more efficiently. The market size for financial technology is growing rapidly, providing opportunities for the fund to enhance its competitiveness. Timeline: Ongoing.
What Are LSVAX's Competitive Advantages?
- Established track record in small-cap value investing.
- Experienced investment management team with expertise in fundamental analysis.
- Strong brand reputation and distribution network.
- Disciplined investment process focused on risk management and value creation.
What Does LSVAX Do?
Loomis Sayles Small Cap Value Fund (LSVAX) is an actively managed fund that focuses on investing in small-cap companies. The fund's investment strategy revolves around identifying undervalued companies within the small-cap universe, primarily those included in the Russell 2000 Index. The fund invests at least 80% of its net assets in the equity securities of small-cap companies, including common stocks, preferred stocks, warrants, and convertible securities. The fund aims to provide long-term capital appreciation by strategically allocating its assets to companies believed to be trading below their intrinsic value. The fund's investment decisions are guided by in-depth fundamental analysis and a value-oriented approach, seeking to capitalize on market inefficiencies and generate superior risk-adjusted returns for its investors. The fund's investment portfolio is diversified across various sectors to mitigate risk and enhance potential returns. LSVAX operates within the broader asset management industry, catering to investors seeking exposure to the small-cap equity market with a focus on value investing. The fund's performance is benchmarked against the Russell 2000 Index, reflecting its investment mandate and target market capitalization range.
What Products and Services Does LSVAX Offer?
- Invests in equity securities of small-cap companies.
- Focuses on companies within the market capitalization range of the Russell 2000® Index.
- Allocates at least 80% of net assets to small-cap equities.
- Includes preferred stocks, warrants, and convertible securities in its investment portfolio.
- Seeks long-term capital appreciation through value investing.
- Conducts in-depth fundamental analysis to identify undervalued companies.
- Diversifies investments across various sectors to mitigate risk.
- Benchmarks performance against the Russell 2000 Index.
How Does LSVAX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM grows through investment performance and net inflows from investors.
- Expenses include investment management fees, operational costs, and marketing expenses.
What Industry Does LSVAX Operate In?
Loomis Sayles Small Cap Value Fund operates within the asset management industry, specifically focusing on small-cap value investing. The asset management industry is characterized by intense competition, with numerous firms offering similar investment products. The fund's focus on small-cap companies aligns with the broader market trend of investors seeking diversification and higher growth potential beyond large-cap stocks. The competitive landscape includes other asset management firms such as GSXIX, MSGGX, NOLCX, VIESX, and WAMVX, each vying for market share within the small-cap segment. Market trends indicate a growing interest in value investing, as investors seek undervalued opportunities in an environment of high valuations.
Who Are LSVAX's Key Customers?
- Individual investors seeking exposure to small-cap equities.
- Institutional investors looking for diversified investment strategies.
- Retirement plans and endowments seeking long-term capital appreciation.
LSVAX Financials
Bull Case vs Bear Case
Bull Case
- Experienced investment management team.
- Disciplined value-oriented investment approach.
- Diversified portfolio across various sectors.
- Established track record in small-cap investing.
Bear Case
- Performance is closely tied to the Russell 2000 Index.
- Susceptible to market downturns affecting small-cap companies.
- Higher volatility compared to large-cap investments.
- Dependence on identifying undervalued companies.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
LSVAX Latest News
No recent news available for LSVAX.
LSVAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for LSVAX.
Price Targets
Wall Street price target analysis for LSVAX.
LSVAX MoonshotScore
What does this score mean?
The MoonshotScore rates LSVAX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
LSVAX Financial Services Stock FAQ
What does Loomis Sayles Small Cap Value Fund do?
Loomis Sayles Small Cap Value Fund (LSVAX) is an investment fund that focuses on generating long-term capital appreciation by investing in undervalued small-cap companies. The fund primarily invests in equity securities, including common stocks, preferred stocks, warrants, and convertible securities, of companies within the market capitalization range of the Russell 2000 Index.
What are the main risks for LSVAX?
The main risks for Loomis Sayles Small Cap Value Fund (LSVAX) include market risk, small-cap risk, and value investing risk. Market risk refers to the potential for the overall market to decline, negatively impacting the fund's performance. Small-cap risk stems from the fact that small-cap companies are generally more volatile and susceptible to economic downturns than large-cap companies.
What are the key factors to evaluate for LSVAX?
Evaluate LSVAX on fundamentals, analyst consensus, and risk factors. Loomis Sayles Small Cap Value Fund (LSVAX) presents an investment opportunity for those seeking exposure to undervalued small-cap stocks. Not financial advice.
How frequently does LSVAX data refresh on this page?
LSVAX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven LSVAX's recent stock price performance?
Loomis Sayles Small Cap Value Fund (LSVAX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Experienced investment management team. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider LSVAX overvalued or undervalued right now?
Loomis Sayles Small Cap Value Fund (LSVAX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research LSVAX before investing?
Before investing in Loomis Sayles Small Cap Value Fund (LSVAX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding LSVAX to a portfolio?
Key strength of Loomis Sayles Small Cap Value Fund (LSVAX): Experienced investment management team. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for LSVAX, limiting comprehensive insights.
- Competitor data may be incomplete due to limited information.