Skip to Content

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.

Summary

|

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.

Unlock our full analysis with Morningstar Investor