Loomis Sayles Small Cap Growth Fd Retail Cl
LCGRX
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- Loomis Sayles Small Cap Growth Fund Retail Class (LCGRX) is an open-end mutual fund that seeks long-term capital growth through investments primarily in equity securities of small-cap companies, defined as those with market capitalizations generally between 75% and 125% of the Russell 2000 Growth Index's weighted average market cap; including common stocks, preferred stocks, warrants, securities convertible into common or preferred stocks, and other equity-like interests. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in these small-cap equities, with potential allocations to Canadian issuers and up to 20% in other foreign securities, including emerging markets; it employs a lower-volatility growth approach emphasizing high-quality "emerging winners" via bottom-up fundamental research, discounted cash flow valuation, an internal growth screen for idea generation, sector weightings limited to +/-50% of benchmark allocations greater than 10%, typical holdings of 90 to 110 stocks with position sizes of 0.5% to 2.0%, and a stop-loss discipline for risk management. Launched on December 31, 1996, and domiciled in the United States, the fund targets institutional and retail investors with a minimum initial investment of $2,500 for the Retail Class, a net expense ratio of 1.19%, and total net assets of approximately $2.08 billion as of recent data, with the Retail Class share class at $44.40 million. Managed by Loomis, Sayles & Company, L.P. (Loomis Sayles), a Boston-based investment management firm founded in 1926 and headquartered at One Financial Center in Boston, Massachusetts, the fund operates within the small growth segment of the U.S. equity market, focusing on sectors such as healthcare, industrials, and information technology. Loomis Sayles, an affiliate of Natixis Investment Managers, provides a broad range of equity and fixed income strategies to institutional and mutual fund clients worldwide, with offices in the U.S., U.K., Singapore, and the Netherlands. The LCGRX Retail Class is co-managed by Mark Burns (since January 6, 2005) and John Slavik (since April 1, 2005), with recent portfolio characteristics including 95 holdings, a forward P/E of 28.22, 3-5 year EPS growth estimate of 13.38%, and annual turnover of 38.68% as of September 30, 2025. In recent developments, Loomis Sayles announced in November 2025 an agreement with FIM Partners for the transition of its Global Emerging Market Equities investment team, reflecting strategic realignment in certain international equity capabilities. Earlier in 2024, the firm expanded its longstanding relationship with iA Clarington Investments Inc. through a new partnership with fixed-income specialist Dan Janis and his team, alongside plans to launch a new global fixed-income fund sub-advised by the group. These changes complement ongoing enhancements in Loomis Sayles' growth equity offerings, including the celebration of 15 years under the leadership of its Growth Equity Strategies team in 2025.