Loomis Sayles Small Cap Value Fund Class N (LSCNX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Loomis Sayles Small Cap Value Fund Class N (LSCNX) trades at $24.40. Loomis Sayles Small Cap Value Fund Class N seeks long-term capital growth by investing in small-cap equity securities. Market cap: $354M, Sector: Financial services.
Price as of Aug 20, 2026 · 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. In the absence of analyst consensus, our AI model evaluates LSCNX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
LSCNX: 1/2 scored disciplines lean bearish. Dominant signal: Izzy Englander bullish.
How is this calculated? →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 | AI Score |
|---|---|---|---|---|
| ARSMX AMG River Road Small-Mid Cap Value Fund - Class N | $10.58 | -0.47% | $338M | 46 |
| BGR BlackRock Energy and Resources Trust | $17.27 | +0.29% | $440M | — |
| GCCIX Goldman Sachs Commodity Strategy Fund Insti Cl | $10.01 | +0.91% | $363M | 50 |
| LSCRX Loomis Sayles Small Capital Value Fund Retail Class | $23.24 | -0.43% | $358M | 46 |
| MSGAX Meridian Small Cap Growth Fund A Class | $12.78 | +0.71% | $338M | — |
| CAF Morgan Stanley China A Share Fund, Inc. | $19.33 | -1.23% | $325M | 87 |
| PLTS Platinum Analytics Cayman Ltd. | $17.50 | +0.00% | $316M | 68 |
| LEGO Legato Merger Corp. | $9.99 | +0.00% | $312M | 67 |
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 Could Drive LSCNX Stock Higher?
Economic recovery driving small-cap stock performance.
- Value investing strategies regaining favor among investors.
- Technological advancements improving stock selection and portfolio optimization.
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 the Growth Opportunities for LSCNX?
- Increased Investor Demand for Small-Cap Exposure: As investors seek diversification and higher growth potential, demand for small-cap funds like LSCNX may increase. The small-cap market offers exposure to emerging companies with significant growth opportunities. The market capitalization of the Russell 2000 Index, which serves as the fund's benchmark, represents a substantial investment universe. Timeline: Ongoing.
- Economic Recovery Boosting Small-Cap Performance: Small-cap stocks tend to outperform during economic recoveries due to their higher growth potential and sensitivity to economic cycles. An improving economic outlook could drive increased investment in LSCNX. The potential upside in small-cap stocks during recovery periods can be significant. Timeline: Ongoing.
- Value Investing Outperformance: If value investing strategies regain favor among investors, LSCNX could benefit from increased inflows and improved performance. Value stocks have historically outperformed growth stocks over long periods. The fund's adherence to a value-oriented approach positions it to capitalize on this trend. Timeline: Ongoing.
- Technological Advancements in Investment Management: Utilizing advanced data analytics and artificial intelligence to identify undervalued small-cap companies can enhance the fund's performance. These technologies can improve stock selection and portfolio optimization. The adoption of innovative investment management techniques can provide a competitive edge. Timeline: Ongoing.
- Expansion of Distribution Channels: Expanding the fund's distribution channels through partnerships with financial advisors and online platforms can increase its reach to a wider investor base. Increased accessibility can drive higher fund inflows and asset growth. The potential for growth through expanded distribution is significant. Timeline: Ongoing.
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.
LSCNX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's strategy and potential for growth.
- Community sentiment has shifted positively, with discussions highlighting strong performance in small-cap sectors.
- Analysts have noted an increase in interest in value investing, aligning with the fund's focus.
- Market perception is improving as small-cap stocks are expected to benefit from economic recovery.
Bear Case
- Concerns about market volatility could lead to caution among investors regarding small-cap investments.
- Some community members express skepticism about the fund's ability to outperform its peers in a competitive landscape.
- Recent regulatory changes may impact investment strategies, causing uncertainty among investors.
- The fund's historical performance during downturns raises questions about its resilience in challenging markets.
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 from Benzinga, Yahoo Finance, and Finnhub for LSCNX.
Price Targets
Wall Street price target analysis for LSCNX.
LSCNX MoonshotScore
What does this score mean?
The MoonshotScore rates LSCNX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Common Questions About LSCNX (Financial Services)
What does Loomis Sayles Small Cap Value Fund Class N do?
Loomis Sayles Small Cap Value Fund Class N is designed to achieve long-term capital growth by investing primarily in the equity securities of small-cap companies. The fund focuses on identifying undervalued companies within the Russell 2000 Index capitalization range. It allocates at least 80% of its net assets to small-cap equities, including common stocks, preferred stocks, warrants, and convertible securities.
What are the main risks for LSCNX?
The primary risks for LSCNX include market volatility, particularly as it relates to small-cap stocks, which can be more sensitive to economic fluctuations. Rising interest rates could negatively impact the valuations of small-cap companies and increase borrowing costs. Increased competition from other small-cap funds could put pressure on the fund's performance and asset growth.
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. Rising interest rates can increase borrowing costs for these companies, potentially impacting their profitability and growth prospects. This can lead to decreased valuations and lower returns for the fund.
How does LSCNX select its small-cap investments?
LSCNX employs a value-oriented investment approach to select its small-cap investments. The fund's management team conducts in-depth research to identify companies that are undervalued relative to their intrinsic worth. This involves analyzing financial statements, assessing management quality, and evaluating industry dynamics. The fund seeks to identify companies with strong fundamentals, sustainable competitive advantages, and the potential for long-term growth.
What are the key factors to evaluate for LSCNX?
Evaluate LSCNX on fundamentals, analyst consensus, and risk factors. 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. Not financial advice.
How frequently does LSCNX data refresh on this page?
LSCNX's price was last updated on Aug 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven LSCNX's recent stock price performance?
Loomis Sayles Small Cap Value Fund Class N (LSCNX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Experienced management team at Loomis Sayles. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider LSCNX overvalued or undervalued right now?
Loomis Sayles Small Cap Value Fund Class N (LSCNX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
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
Data provided for informational purposes only.
- AI analysis pending for LSCNX. Information is based on available fund data and may not be exhaustive.