Loomis Sayles Small Cap Growth Fd Retail Cl (LCGRX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.25: the stock has moved about 25% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerLoomis Sayles Small Cap Growth Fd Retail Cl (LCGRX) trades at $27.22. Loomis Sayles Small Cap Growth Fd Retail Cl (LCGRX) is a financial services company specializing in asset management. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for LCGRX: LCGRX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Loomis Sayles Small Cap Growth Fd Retail Cl (LCGRX) Financial Services Profile
Loomis Sayles Small Cap Growth Fd Retail Cl (LCGRX) focuses on investing in small-cap companies, targeting those within the Russell 2000 Index capitalization range or with a market cap of $3 billion or less. The fund aims to achieve capital appreciation through equity investments in this high-growth potential segment of the market.
What Is the Investment Thesis for LCGRX?
Loomis Sayles Small Cap Growth Fd Retail Cl (LCGRX), with a market cap of $2.09 billion and a beta of 1.25, presents an investment opportunity focused on the small-cap equity market. The fund's strategy of investing in companies with market caps under $3 billion or within the Russell 2000 Index range positions it to benefit from the higher growth potential often associated with smaller firms. Key value drivers include the fund's ability to identify and capitalize on undervalued or emerging growth companies within the small-cap space. A potential catalyst is the continued economic recovery and expansion, which typically favors small-cap stocks. However, potential risks include the inherent volatility of small-cap stocks and the fund's lack of dividend yield, which may deter income-focused investors.
Based on FMP financials and quantitative analysis
LCGRX Key Highlights
Market capitalization of $2.09 billion, indicating a significant presence in the small-cap market.
- Beta of 1.25, suggesting higher volatility compared to the overall market.
- Investment focus on small-cap companies with market caps of $3 billion or less, targeting high-growth potential.
- Minimum 80% allocation to equity securities of small-cap companies, ensuring a focused investment approach.
- No dividend yield, indicating a focus on capital appreciation rather than income generation.
Who Are LCGRX's Competitors?
LCGRX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BRMAX iShares Russell Mid-Cap Index Inv A | $17.33 | +0.64% | $2.54B | — |
| BRMKX iShares Russell Mid-Cap Index K | $17.47 | +0.63% | $2.54B | — |
| CALRX Calvert Small-Cap R6 | $31.93 | +1.33% | $1.21B | — |
| CSVIX Calvert Small-Cap Fund | $31.90 | +1.30% | $1.19B | — |
| GTSGX Madison Mid Cap Fund Class Y | $16.42 | -0.18% | $1.65B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are LCGRX's Key Strengths?
Focused investment strategy on small-cap growth stocks.
- Experienced management team with expertise in small-cap investing.
- Disciplined investment process based on fundamental research.
- Established track record of generating competitive returns.
What Are LCGRX's Weaknesses?
Higher volatility compared to large-cap stocks.
- Lack of dividend yield may deter income-focused investors.
- Susceptibility to market fluctuations and economic downturns.
- Dependence on the performance of small-cap companies.
What Are the Key Risks for LCGRX?
Market volatility and fluctuations affecting small-cap stocks.
- Intense competition from other asset management firms.
- Economic downturns and recessions impacting company performance.
- Changes in interest rates and monetary policy.
- Regulatory changes and compliance costs.
What Are LCGRX's Competitive Advantages?
- Established track record in small-cap investing.
- Experienced portfolio management team.
- Disciplined investment process focused on fundamental research.
- Brand recognition within the asset management industry.
What Does LCGRX Do?
Loomis Sayles Small Cap Growth Fd Retail Cl (LCGRX) is an asset management fund focused on generating capital appreciation through investments in small-cap companies. 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's investment strategy targets companies with market capitalizations that fall within the range of the Russell 2000® Index or have a market capitalization of $3 billion or less at the time of investment. This approach allows the fund to tap into the growth potential of smaller, emerging companies. The fund operates within the financial services sector, specifically in asset management, and aims to provide investors with exposure to a diversified portfolio of small-cap stocks. By focusing on this market segment, LCGRX seeks to identify and capitalize on opportunities for significant capital appreciation. The fund's investment decisions are guided by rigorous research and analysis, with the goal of delivering long-term value to its investors. LCGRX's portfolio construction emphasizes a diversified approach within the small-cap universe, mitigating risk while maximizing potential returns. The fund's investment mandate is to provide investors with a vehicle to participate in the growth of small-cap companies while adhering to a disciplined investment process.
What Products and Services Does LCGRX Offer?
- Invests primarily in equity securities of small-cap companies.
- Targets companies within the Russell 2000 Index capitalization range or with a market cap of $3 billion or less.
- Seeks capital appreciation through investments in small-cap stocks.
- Manages a diversified portfolio of small-cap equities.
- Conducts research and analysis to identify promising investment opportunities.
- Provides investors with exposure to the growth potential of smaller, emerging companies.
How Does LCGRX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Aims to increase AUM by attracting new investors and retaining existing ones.
- Focuses on delivering competitive investment performance to justify management fees.
What Industry Does LCGRX Operate In?
Loomis Sayles Small Cap Growth Fd Retail Cl operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. The small-cap segment, in particular, tends to be more volatile but offers higher growth potential compared to large-cap stocks. Competitors such as BRMAX, BRMKX, CALRX, CSVIX, and GTSGX also target the small-cap market, creating a competitive landscape where fund performance and investment strategy are key differentiators.
Who Are LCGRX's Key Customers?
- Retail investors seeking exposure to small-cap growth stocks.
- Financial advisors looking for investment options for their clients.
- Institutional investors seeking to diversify their portfolios with small-cap equities.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
LCGRX Financials
Bull Case vs Bear Case
Bull Case
- Focused investment strategy on small-cap growth stocks.
- Experienced management team with expertise in small-cap investing.
- Disciplined investment process based on fundamental research.
- Established track record of generating competitive returns.
Bear Case
- Higher volatility compared to large-cap stocks.
- Lack of dividend yield may deter income-focused investors.
- Susceptibility to market fluctuations and economic downturns.
- Dependence on the performance of small-cap companies.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
LCGRX Latest News
No recent news available for LCGRX.
LCGRX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for LCGRX.
Price Targets
Wall Street price target analysis for LCGRX.
LCGRX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for LCGRX; grades run from A+ (80-100) to F (below 30).
Common Questions About LCGRX (Financials)
What does Loomis Sayles Small Cap Growth Fd Retail Cl do?
Loomis Sayles Small Cap Growth Fd Retail Cl is an investment fund that focuses on generating capital appreciation by investing in small-cap companies.
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
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.