Loomis Sayles Small Cap Value Fund (LSSCX) 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 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 Value Fund (LSSCX) trades at $23.15. Loomis Sayles Small Cap Value Fund (LSSCX) invests in equity securities of small-cap companies, mirroring the Russell 2000 Index. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for LSSCX: LSSCX 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 (LSSCX) Financial Services Profile
Loomis Sayles Small Cap Value Fund (LSSCX) focuses on undervalued small-cap companies within the Russell 2000 Index, seeking capital appreciation through equity investments. With a market capitalization of $0.35 billion and a beta of 1.06, the fund operates in the competitive asset management sector, targeting investors seeking small-cap exposure.
What Is the Investment Thesis for LSSCX?
Loomis Sayles Small Cap Value Fund (LSSCX) presents a notable research candidate for investors seeking exposure to the small-cap market. The fund's focus on undervalued companies provides a potential for long-term capital appreciation. With a market cap of $0.35 billion, LSSCX operates in the asset management sector, leveraging the Russell 2000 Index as a benchmark. Key value drivers include the fund's ability to identify and invest in companies with strong fundamentals but undervalued stock prices. Growth catalysts include the potential for small-cap companies to outperform larger companies during economic expansions. However, potential risks include market volatility and the inherent challenges of investing in smaller, less liquid stocks. The fund's beta of 1.06 indicates a market-correlated risk profile.
Based on FMP financials and quantitative analysis
LSSCX Key Highlights
LSSCX invests at least 80% of its net assets in small-cap equity securities.
- The fund's investment universe is defined by the market capitalization range of the Russell 2000 Index.
- LSSCX focuses on value investing principles, seeking undervalued companies.
- The fund offers diversification within the small-cap market segment.
- LSSCX aims to achieve long-term capital appreciation through active management.
Who Are LSSCX's Competitors?
LSSCX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| GSXIX abrdn U.S. Small Cap Equity Fund | $50.34 | -1.43% | $367M | — |
| MSGGX Meridian Small Cap Growth Fund | $12.58 | -0.94% | $324M | — |
| MYIMX Victory Integrity Mid-Cap Value Fund | $27.52 | +0.51% | $366M | — |
| NOLCX Northern Large Cap Core Fund | $36.21 | +0.44% | $363M | — |
| TLVAX Timothy Plan Large/Mid Cap Value Fund | $23.60 | +0.43% | $322M | — |
| BLK BlackRock, Inc. | $1069.63 | -0.91% | $166B | 52 5-pillar |
| BX Blackstone Inc. | $111.82 | -1.36% | $135B | 69 5-pillar |
| APOS Apollo Global Management, Inc. | $25.50 | -0.39% | $74.6B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are LSSCX's Key Strengths?
Experienced investment management team.
- Disciplined value investing approach.
- Diversified portfolio of small-cap stocks.
- Established brand reputation.
What Are LSSCX's Weaknesses?
Reliance on market conditions and investor sentiment.
- Potential for underperformance relative to benchmark.
- Limited control over external factors affecting portfolio companies.
- No dividend yield.
What Are the Key Risks for LSSCX?
Market volatility and economic downturns impacting small-cap stocks.
- Underperformance relative to benchmark due to market conditions.
- Competition from other asset managers offering similar strategies.
- Changes in interest rates and inflation affecting investment returns.
What Are LSSCX's Competitive Advantages?
- Established brand reputation and track record of investment performance.
- Experienced investment management team with expertise in small-cap investing.
- Disciplined investment process focused on value investing principles.
What Does LSSCX Do?
Loomis Sayles Small Cap Value Fund (LSSCX) is an actively managed fund focused on investing in small-cap companies. The fund aims to achieve capital appreciation by identifying and investing in undervalued equity securities within the small-cap market. The fund typically 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 manager defines small-cap companies as those falling within the market capitalization range of the Russell 2000 Index, which tracks the performance of 2,000 of the smallest U.S. companies. This investment strategy allows LSSCX to tap into the growth potential of emerging and often overlooked companies. By focusing on value investing principles, the fund seeks to identify companies whose stock prices are trading below their intrinsic value, offering potential for long-term growth. The fund's investment decisions are driven by in-depth fundamental analysis and a disciplined approach to stock selection. LSSCX provides investors with a diversified portfolio of small-cap stocks, offering exposure to a segment of the market that can provide significant growth opportunities. The fund's investment approach is designed to deliver long-term capital appreciation while managing risk through diversification and a focus on value.
What Products and Services Does LSSCX Offer?
- Invests in equity securities of small-cap companies.
- Focuses on companies within the market capitalization range of the Russell 2000 Index.
- Employs a value investing strategy to identify undervalued companies.
- Manages a diversified portfolio of small-cap stocks.
- Seeks long-term capital appreciation for investors.
- Conducts in-depth fundamental analysis to select investments.
- Actively manages the portfolio to optimize returns and manage risk.
How Does LSSCX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM growth is driven by investment performance and net inflows of investor capital.
- Expenses include investment management fees, administrative costs, and marketing expenses.
What Industry Does LSSCX Operate In?
Loomis Sayles Small Cap Value Fund 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 fund competes with other asset managers offering small-cap value strategies. The competitive landscape includes firms such as GSXIX, MSGGX, MYIMX, NOLCX, and TLVAX. The asset management industry is experiencing growth driven by increasing demand for investment products and services. The fund's success depends on its ability to generate competitive returns and attract investor capital.
Who Are LSSCX's Key Customers?
- Individual investors seeking exposure to small-cap stocks.
- Institutional investors, including pension funds and endowments.
- Financial advisors and wealth managers allocating client assets.
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
MoonshotScore History
Recorded daily since 2026-08-23 · 43 snapshots
| 2026-08-23 | 46 |
| 2026-08-31 | 46 |
| 2026-09-08 | 46 |
| 2026-09-16 | 46 |
| 2026-09-24 | 46 |
| 2026-10-04 | 46 |
| 2026-10-06 | 46 |
What changed?
The score has stayed at 46.
Over the same 30 days the stock moved -4.5%.
LSSCX Financials
Bull Case vs Bear Case
Bull Case
- Experienced investment management team.
- Disciplined value investing approach.
- Diversified portfolio of small-cap stocks.
- Established brand reputation.
Bear Case
- Reliance on market conditions and investor sentiment.
- Potential for underperformance relative to benchmark.
- Limited control over external factors affecting portfolio companies.
- No dividend yield.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
LSSCX Latest News
No recent news available for LSSCX.
LSSCX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for LSSCX.
Price Targets
Wall Street price target analysis for LSSCX.
LSSCX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for LSSCX; grades run from A+ (80-100) to F (below 30).
Loomis Sayles Small Cap Value Fund Financials Stock: Key Questions Answered
How sensitive is LSSCX to interest rate changes?
Loomis Sayles Small Cap Value Fund's sensitivity to interest rate changes is indirect, primarily affecting the valuations of the small-cap companies it invests in. This can lead to a decline in their stock prices, affecting the fund's overall performance.
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.
- Investment decisions should be based on individual risk tolerance and financial goals.