Loomis Sayles Small Fund Quote
| LSVAX Fund | USD 19.10 0.04 0.21% |
PerformanceSolid
| Odds Of DistressLow
|
Loomis Sayles is trading at 19.10 as of the 21st of July 2025; that is 0.21 percent down since the beginning of the trading day. The fund's open price was 19.14. Loomis Sayles has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The fund normally will invest at least 80 percent of its net assets in the equity securities of small-cap companies, including preferred stocks, warrants, securities convertible into common or preferred stocks and other equity-like interests in an entity. More on Loomis Sayles Small
Moving together with Loomis Mutual Fund
Loomis Mutual Fund Highlights
| Fund Concentration | Loomis Sayles Funds, Large Funds, Small Blend Funds, Small Blend, Loomis Sayles Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
Loomis Sayles Small [LSVAX] is traded in USA and was established 21st of July 2025. Loomis Sayles is listed under Loomis Sayles Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Loomis Sayles Funds family. This fund now has accumulated 974.03 M in assets with no minimum investment requirementsLoomis Sayles Small is currently producing year-to-date (YTD) return of 0.58%, while the total return for the last 3 years was 12.5%.
Check Loomis Sayles Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Loomis Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Loomis Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Loomis Sayles Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Loomis Sayles Small Mutual Fund Constituents
| FFBC | First Financial Bancorp | Stock | Financials | |
| SF | Stifel Financial | Stock | Financials | |
| CNXC | Concentrix | Stock | Industrials | |
| AEIS | Advanced Energy Industries | Stock | Information Technology | |
| ROIC | Retail Opportunity Investments | Stock | Real Estate | |
| ABCB | Ameris Bancorp | Stock | Financials | |
| CHDN | Churchill Downs Incorporated | Stock | Consumer Discretionary | |
| HRI | Herc Holdings | Stock | Industrials |
Loomis Sayles Small Risk Profiles
| Mean Deviation | 0.842 | |||
| Semi Deviation | 0.8716 | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.25 |
Loomis Sayles Against Markets
Other Information on Investing in Loomis Mutual Fund
Loomis Sayles financial ratios help investors to determine whether Loomis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Loomis with respect to the benefits of owning Loomis Sayles security.
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