LSCRX Mutual Fund
LSCRX Mutual Fund
Loomis Sayles Funds - Small Cap Value Fund Retail Class
LSCRX Mutual Fund Overview
LSCRX Mutual Fund (Loomis Sayles Funds - Small Cap Value Fund Retail Class) is managed by Loomis Sayles Funds with $73.5M in net assets. LSCRX expense ratio is 1.15%, holding 101 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1996-12-31.
LSCRX performance shows a YTD return of 22.08%. The 1-year return is 30.16% and the 5-year return is 16.40%. LSCRX dividend yield stands at 14.79%, paid annually.
LSCRX top holdings include GBP260408 (3.0%), Moog Inccommon Stock (2.3%), Bel Fuse Inc. (Class B) (1.9%), Ttm Techologies (1.9%), Popular Inc (1.8%). View all LSCRX holdings, sector breakdown, or dividend history.
LSCRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LSCRX alternatives are available via the screener, along with tax-loss harvesting opportunities.