Loomis Sayles Small Cap Growth Fund (LSSIX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.21: the stock has moved about 21% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gpt-4o-mini, generated Jun 14, 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 Fund (LSSIX) trades at $32.56. Loomis Sayles Small Cap Growth Fund (LSSIX) focuses on investing in small-capitalization companies, committing at least 80% of its capital to equity instruments. Sector: Financials.
Price as of · Last analyzed: Jun 14, 2026Analyst Coverage for LSSIX: LSSIX 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 Fund (LSSIX) Financial Services Profile
Loomis Sayles Small Cap Growth Fund (LSSIX) specializes in small-cap equity investments, targeting companies with significant growth potential while leveraging extensive research capabilities to navigate the inherent market volatility in the asset management sector.
What Is the Investment Thesis for LSSIX?
With a market capitalization of $2.15 billion, the fund is well-positioned to leverage Loomis Sayles' robust research capabilities to identify high-growth opportunities. Key growth catalysts include the ongoing economic recovery, which is expected to drive increased consumer spending and investment in small businesses. Additionally, the fund's commitment to investing at least 80% of its capital in small-cap equities aligns with the broader market trend favoring growth-oriented investments. However, investors should remain aware of the inherent volatility associated with small-cap stocks and monitor the fund's performance relative to its benchmark. The absence of a dividend yield may also be a consideration for income-focused investors. Overall, LSSIX's focus on growth potential, combined with its research-driven approach, positions it favorably in the competitive landscape of asset management.
Based on FMP financials and quantitative analysis
LSSIX Key Highlights
Market capitalization of $2.15 billion, indicating a significant presence in the small-cap market.
- Beta of 1.21, reflecting higher volatility compared to the broader market.
- No dividend yield, focusing entirely on capital appreciation.
- Investment strategy committing at least 80% of capital to small-cap equities.
- Access to Loomis Sayles' extensive research capabilities enhances investment decisions.
Who Are LSSIX's Competitors?
LSSIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| VSMAX Vanguard Small-Cap Index Fund Admiral Shares | $139.48 | +0.14% | $186B | — |
| FSSNX Fidelity Small Cap Index Fund | $35.57 | -0.59% | $33.2B | — |
| BLK BlackRock, Inc. | $1079.42 | +1.22% | $167B | 51 5-pillar |
| BX Blackstone Inc. | $113.36 | +1.54% | $137B | 66 5-pillar |
| APOS Apollo Global Management, Inc. | $25.60 | +0.04% | $74.9B | 56 5-pillar |
| BAM Brookfield Asset Management | $45.21 | +1.07% | $72.2B | 56 5-pillar |
| AMP Ameriprise Financial, Inc. | $496.61 | +0.34% | $44.2B | 78 5-pillar |
| ARES Ares Management Corporation | $117.72 | +0.50% | $38.5B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are LSSIX's Key Strengths?
Strong research capabilities from Loomis Sayles enhance investment decisions.
- Focused investment strategy on small-cap growth potential.
- Diversified portfolio reduces risks associated with individual stock volatility.
- Established brand reputation in the asset management industry.
What Are LSSIX's Weaknesses?
Higher volatility associated with small-cap investments compared to large-cap funds.
- No dividend yield may deter income-focused investors.
- Dependence on market conditions for growth potential.
- Limited historical performance data compared to larger funds.
What Are the Key Risks for LSSIX?
Market volatility may lead to significant fluctuations in fund performance.
- Higher risk profile associated with small-cap investments compared to large-cap.
- Economic downturns could adversely affect small-cap company valuations.
- Competitive pressures from other small-cap funds could impact market share.
What Threats Does LSSIX Face?
- Market volatility may impact small-cap stock performance.
- Increased competition from other small-cap funds and investment strategies.
- Economic downturns can disproportionately affect small-cap companies.
- Regulatory changes may pose challenges for small-cap investment strategies.
What Are LSSIX's Competitive Advantages?
- Access to Loomis Sayles' established research capabilities enhances investment decision-making.
- Strong brand reputation in the asset management industry.
- Commitment to a diversified investment strategy mitigates risks.
- Experienced management team with a track record in small-cap investing.
What Does LSSIX Do?
Loomis Sayles Small Cap Growth Fund (LSSIX) is a prominent player in the asset management industry, primarily focusing on small-capitalization companies. Established to capitalize on the growth potential of these emerging businesses, the fund commits a minimum of 80% of its capital to a diverse range of equity instruments, including common stocks, preferred shares, warrants, and convertible securities. The fund's definition of small-cap companies aligns with the Russell 2000® Index, which tracks the 2,000 smallest U.S. firms, or companies valued at $3 billion or less at the time of investment. This strategic focus allows LSSIX to tap into a segment of the market that is often overlooked by larger investment vehicles. The fund benefits from the extensive research capabilities of Loomis Sayles, which enhances its ability to identify and invest in companies poised for growth. Over the years, LSSIX has evolved to adapt to changing market conditions and investor needs, positioning itself as a trusted option for those looking to invest in small-cap equities. Although small-cap investments can exhibit higher volatility compared to their larger counterparts, LSSIX aims to manage these risks through diligent research and a diversified investment approach. The fund's geographic reach primarily encompasses the United States, where it seeks to uncover high-potential investment opportunities across various sectors.
What Products and Services Does LSSIX Offer?
- Invest in a diversified portfolio of small-capitalization companies.
- Commit at least 80% of capital to equity instruments.
- Focus on companies with market capitalizations within the Russell 2000® Index or valued at $3 billion or less.
- Utilize Loomis Sayles' research capabilities to identify growth opportunities.
- Engage in investments across various sectors and industries.
- Manage volatility risks associated with small-cap investments.
How Does LSSIX Make Money?
- Generate returns by investing in small-cap equities with strong growth potential.
- Pool capital from investors to create a diversified portfolio.
- Leverage extensive research to identify high-potential investment opportunities.
- Focus on capital appreciation rather than dividend income.
- Adapt investment strategies based on market conditions and emerging trends.
What Industry Does LSSIX Operate In?
The asset management industry has been experiencing a shift towards small-cap investments, driven by increasing investor interest in growth-oriented strategies. Small-cap stocks have historically outperformed larger companies during periods of economic expansion, making them a noteworthy option for investors seeking higher returns. The market for small-cap funds is projected to grow as more investors seek diversification and exposure to emerging businesses. Loomis Sayles Small Cap Growth Fund (LSSIX) is well-positioned within this landscape, leveraging its research capabilities to identify promising investment opportunities in a competitive market.
Who Are LSSIX's Key Customers?
- Institutional investors seeking exposure to small-cap equities.
- Retail investors looking for growth-oriented investment options.
- Financial advisors recommending diversified portfolios.
- Pension funds aiming for long-term capital appreciation.
- Endowments and foundations interested in growth investments.
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 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
| 2026-10-06 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -2.3%.
LSSIX Financials
Bull Case vs Bear Case
Bull Case
- Strong research capabilities from Loomis Sayles enhance investment decisions.
- Focused investment strategy on small-cap growth potential.
- Diversified portfolio reduces risks associated with individual stock volatility.
- Established brand reputation in the asset management industry.
Bear Case
- Higher volatility associated with small-cap investments compared to large-cap funds.
- No dividend yield may deter income-focused investors.
- Dependence on market conditions for growth potential.
- Limited historical performance data compared to larger funds.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · June 2026
LSSIX Latest News
No recent news available for LSSIX.
LSSIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for LSSIX.
Price Targets
Wall Street price target analysis for LSSIX.
LSSIX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for LSSIX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Loomis Sayles Small Cap Growth Fund (LSSIX) — Financials
How does LSSIX manage investment volatility?
Loomis Sayles Small Cap Growth Fund employs a diversified investment strategy to manage volatility associated with small-cap stocks. By investing in a range of sectors and industries, the fund aims to mitigate risks tied to individual stock 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.
- The information provided is based on the latest available data and is subject to change. Investors should conduct their own research before making investment decisions.