Nasdaq - Delayed Quote USD

Loomis Sayles Small/Mid Cap Growth N (LSMNX)

12.15 0.00 (0.00%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.56%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Apr 25, 2024) 31.66%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 31.66%
Worst 3Y Total Return -2.95%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LSMNX
Category
YTD
8.95%
10.80%
1-Month
2.01%
4.43%
3-Month
8.95%
7.00%
1-Year
11.94%
48.17%
3-Year
-0.66%
21.26%
5-Year
8.01%
20.18%
10-Year
0.00%
14.07%
Last Bull Market
32.50%
27.14%
Last Bear Market
-17.40%
-21.26%

Annual Total Return (%) History

Year
LSMNX
Category
2024
--
--
2023
6.70%
--
2022
-27.06%
--
2021
17.44%
--
2020
31.66%
39.26%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.95% -- -- --
2023 3.86% 1.59% -6.27% 7.89%
2022 -14.53% -17.40% -1.80% 5.22%
2021 1.57% 6.48% 0.93% 7.59%
2020 -21.80% 28.35% 10.07% 19.17%

Rank in Category (By Total Return)

YTD 52
1-Month 77
3-Month 52
1-Year 96
3-Year 72
5-Year 86

Load Adjusted Returns

1-Year 11.94%
3-Year -0.66%
5-Year 8.01%
10-Year --

Performance & Risk

YTD Return 4.56%
5y Average Return 0.00%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Loomis Sayles Funds
Net Assets 135.26M
YTD Return 8.95%
Yield 0.00%
Morningstar Rating
Inception Date Oct 01, 2019

Fund Summary

The fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in the equity securities of "small/mid-cap companies," including preferred stocks, warrants and securities convertible into common or preferred stocks. The adviser defines a small/mid-cap company to be one whose market capitalization falls within the capitalization range of the Russell 2500® Index, an index that tracks some or all of the stocks of the 2,500 of the smallest U.S. companies.

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