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Loomis Sayles Small/Mid Cap Growth Instl LSMIX Fund Analysis

| Quantitative rating as of

Morningstar’s Analysis LSMIX

Will LSMIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.



Loomis Sayles Small/Mid Cap Growth Instl’s Process Pillar rating is just average, but a strong management team still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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