Fund Spy

A Newly Reopened Small-Cap Fund Worth Considering

Christopher Franz, CFA
The following is our latest Fund Analyst Report for Loomis Sayles Small Cap Growth (LCGRX). Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. Not a Premium Member? Gain full access to our analyst reports and advanced tools immediately when you try Morningstar Premium free for 14 days.

Loomis Sayles Small Cap Growth's tenured managers employ a well-executed process. The recently reopened fund receives a Morningstar Analyst Rating of Silver.

Comanagers Mark Burns and John Slavik are experienced. Burns took over in January 2005, and Slavik joined shortly thereafter in April, placing their shared tenure in the top decile of the small-growth Morningstar Category. The two lead a team of four experienced sector analysts, and collectively the group averages 19 years' industry experience and 10 at the firm. While an analyst departed in 2017, the team added back to its ranks, and the steady tenure of Burns and Slavik eases turnover concerns.

Christopher Franz, CFA does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.