Loomis Sayles Small Cap Value Fund Class N (LSCNX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.06: the stock has moved about 6% 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 17, 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 Value Fund Class N (LSCNX) trades at $22.86. Loomis Sayles Small Cap Value Fund Class N seeks long-term capital growth by investing in small-cap equity securities. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for LSCNX: LSCNX 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 Value Fund Class N (LSCNX) Financial Services Profile
Loomis Sayles Small Cap Value Fund Class N aims for long-term capital appreciation through investments in small-cap U.S. equities, primarily focusing on companies within the Russell 2000 Index, offering investors exposure to a diversified portfolio of smaller, value-oriented businesses within the financial services sector.
What Is the Investment Thesis for LSCNX?
Loomis Sayles Small Cap Value Fund Class N presents a notable research candidate for investors seeking exposure to the small-cap equity market with a value-oriented approach. The fund's focus on companies within the Russell 2000 Index capitalization range allows it to tap into the growth potential of emerging businesses. A key value driver is the fund's adherence to a value investing strategy, seeking out companies that are undervalued relative to their intrinsic worth. The fund's beta of 1.06 indicates a market-correlated risk profile. Upcoming catalysts include potential economic recovery driving small-cap stock performance. Potential risks include market volatility impacting small-cap valuations.
Based on FMP financials and quantitative analysis
LSCNX Key Highlights
The fund invests at least 80% of its net assets in small-cap companies.
- The fund defines small-cap companies based on the Russell 2000 Index capitalization range.
- The fund's investment strategy focuses on long-term capital growth.
- The fund's beta is 1.06, indicating market-correlated volatility.
- The fund does not offer a dividend.
Who Are LSCNX's Competitors?
LSCNX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| ARSMX AMG River Road Small-Mid Cap Value Fund - Class N | $9.81 | +0.51% | $314M | — |
| BGR BlackRock Energy and Resources Trust | $17.05 | +0.29% | $434M | — |
| GCCIX Goldman Sachs Commodity Strategy Fund Insti Cl | $10.32 | -0.29% | $374M | — |
| LSCRX Loomis Sayles Small Capital Value Fund Retail Class | $21.77 | +0.97% | $336M | — |
| MSGAX Meridian Small Cap Growth Fund A Class | $11.76 | +0.94% | $311M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | — |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | — |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are LSCNX's Key Strengths?
Experienced management team at Loomis Sayles.
- Focus on undervalued small-cap companies.
- Disciplined value investing approach.
- Diversified portfolio of small-cap stocks.
What Are LSCNX's Weaknesses?
Small-cap stocks can be more volatile than large-cap stocks.
- Value investing may underperform during growth-oriented market cycles.
- Fund performance is dependent on the stock-picking skills of the management team.
- No dividend yield.
What Are the Key Risks for LSCNX?
Market volatility impacting small-cap valuations.
- Rising interest rates negatively impacting small-cap companies.
- Increased competition from other small-cap funds.
- Economic slowdown negatively impacting small-cap growth.
What Are LSCNX's Competitive Advantages?
- Established Brand Reputation: Loomis Sayles is a well-known and respected investment management firm with a long track record.
- Experienced Management Team: The fund is managed by experienced professionals with expertise in small-cap investing.
- Value Investing Expertise: The fund's focus on value investing provides a differentiated approach in the market.
- Access to Research Resources: Loomis Sayles has extensive research capabilities to support its investment decisions.
What Does LSCNX Do?
Loomis Sayles Small Cap Value Fund Class N is an investment vehicle focused on achieving long-term capital growth. The fund's strategy revolves around investing in the equity securities of small-cap companies, allocating at least 80% of its net assets, along with any borrowings for investment purposes, to these securities. The investment scope includes common stocks, preferred stocks, warrants, securities convertible into common or preferred stocks, and other equity-like interests. The fund's definition of a small-cap company aligns with the market capitalization range of the Russell 2000® Index, which encompasses 2,000 of the smallest U.S. companies. This approach allows the fund to tap into the potential growth of emerging businesses while adhering to a value-oriented investment philosophy. The fund provides investors with a diversified portfolio of small-cap stocks, offering exposure to a segment of the market often overlooked by larger institutional investors. By focusing on value, the fund seeks to identify companies that are undervalued relative to their intrinsic worth, potentially generating superior long-term returns. The fund is managed by Loomis Sayles, a well-established investment management firm with a long history of managing assets for both individual and institutional investors.
What Products and Services Does LSCNX Offer?
- Invests in equity securities of small-cap companies.
- Targets long-term capital growth.
- Focuses on companies within the Russell 2000 Index capitalization range.
- Allocates at least 80% of net assets to small-cap equities.
- Includes common stocks, preferred stocks, warrants, and convertible securities in its portfolio.
- Employs a value-oriented investment approach.
How Does LSCNX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Aims to outperform its benchmark, the Russell 2000 Index, to attract and retain investors.
- Manages a diversified portfolio of small-cap stocks to mitigate risk.
- Utilizes a research-driven investment process to identify undervalued companies.
What Industry Does LSCNX Operate In?
Loomis Sayles Small Cap Value Fund Class N operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, market volatility, and regulatory changes. The fund's focus on small-cap value stocks positions it within a specific niche of the market. Competitors include other small-cap value funds, such as ARSMX, BGR, GCCIX, LSCRX, and MSGAX. The fund's performance is influenced by the overall performance of the small-cap market and the effectiveness of its investment strategy.
Who Are LSCNX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Institutional investors looking for exposure to small-cap equities.
- Financial advisors seeking investment solutions for their clients.
- Retirement plans and endowments.
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
LSCNX Financials
Bull Case vs Bear Case
Bull Case
- Experienced management team at Loomis Sayles.
- Focus on undervalued small-cap companies.
- Disciplined value investing approach.
- Diversified portfolio of small-cap stocks.
Bear Case
- Small-cap stocks can be more volatile than large-cap stocks.
- Value investing may underperform during growth-oriented market cycles.
- Fund performance is dependent on the stock-picking skills of the management team.
- No dividend yield.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
LSCNX Latest News
No recent news available for LSCNX.
LSCNX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for LSCNX.
Price Targets
Wall Street price target analysis for LSCNX.
LSCNX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for LSCNX; grades run from A+ (80-100) to F (below 30).
Common Questions About LSCNX (Financials)
How sensitive is LSCNX to interest rate changes?
LSCNX's sensitivity to interest rate changes is primarily indirect, stemming from the impact of rates on the small-cap companies it invests in. This can lead to decreased valuations and lower returns for the fund.
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.
- Information is based on available fund data and may not be exhaustive.