Loomis Sayles Small Cap Value Fund (LSVAX) 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 (LSVAX) trades at $18.76. Loomis Sayles Small Cap Value Fund (LSVAX) invests in equity securities of small-cap companies, mirroring the Russell 2000 Index. Sector: Financials.
Price as of · 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.
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 $0.35 billion 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 $0.35 billion 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 | MoonshotScore |
|---|---|---|---|---|
| GSXIX abrdn U.S. Small Cap Equity Fund | $51.20 | +1.33% | $373M | — |
| MSGGX Meridian Small Cap Growth Fund | $12.59 | +0.88% | $324M | — |
| NOLCX Northern Large Cap Core Fund | $35.86 | +0.62% | $359M | — |
| VIESX Virtus KAR Emerging Markets Small-Cap Fund | $16.75 | +0.90% | $318M | — |
| WAMVX Wasatch Micro Cap Value Fund | $4.68 | +0.86% | $381M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 49 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 67 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 55 5-pillar |
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 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 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.
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
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 · March 2026
LSVAX Latest News
No recent news available for LSVAX.
LSVAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for LSVAX.
Price Targets
Wall Street price target analysis for LSVAX.
LSVAX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for LSVAX; grades run from A+ (80-100) to F (below 30).
LSVAX Financials Stock FAQ
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.
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.
- Competitor data may be incomplete due to limited information.