Loomis Sayles Small Cap Growth Fund
LSSIX
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- Loomis Sayles Small Cap Growth Fund (LSSIX) is an open-end mutual fund that seeks long-term capital growth through investments primarily in equity securities of small-cap growth companies, including common stocks, preferred stocks, warrants, convertible securities, and other equity-like interests. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes in such small-cap companies, defined by market capitalizations generally between 75% and 125% of the Russell 2000 Growth Index's weighted average market cap; it may allocate any portion to Canadian issuers and up to 20% to other foreign securities, including emerging markets. Managed by a bottom-up, fundamental research-driven process emphasizing high-quality "emerging winners" with secular growth potential, discounted cash flow valuation, an internal growth screen for idea generation, and integrated risk management featuring stop-loss discipline, the portfolio typically holds 90 to 110 stocks with turnover of 30-80%, position sizes of 0.5% to 2.0%, and sector deviations limited to +/-50% of benchmark weights for sectors over 10%; limits apply to recent IPOs and unprofitable early-stage companies, targeting lower volatility relative to peers. Offered in multiple share classes including Institutional (LSSIX, inception December 31, 1996, minimum $100,000), Class N (LSSNX, inception February 1, 2013, minimum $1,000,000), and Retail (LCGRX, inception December 31, 1996, minimum $2,500), the fund benchmarks against the Russell 2000 Growth Index and maintains total assets of approximately $2.2 billion as of October 31, 2025, with top sectors including industrials (25.2%), health care (24.4%), and information technology (19.4%) as of September 30, 2025. Loomis Sayles Small Cap Growth Fund operates within the U.S. small-cap growth equity segment, targeting institutional and retail investors seeking growth-oriented exposure with managed risk; it is part of the broader equity offerings from Loomis, Sayles & Company, L.P., a Boston-based investment manager founded in 1926 and headquartered at One Financial Center, with offices across North America (Boston, Chicago, Detroit, Minneapolis, San Francisco) and internationally (London, Paris, Singapore, Utrecht). A significant recent development includes the reopening of the underlying Small Cap Growth strategy to new institutional investments across all channels in May 2025, following a soft close at the end of 2019, coinciding with the 20-year anniversary of the strategy co-managed by Mark Burns (since January 2005) and John Slavik (since April 2005); this expands access amid $5.5 billion in assets under management for the Specialty Growth Strategies team as of March 31, 2025. Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, continues to emphasize performance-driven strategies without noted acquisitions, partnerships, or major reorganizations specific to this fund in the last 1-2 years.