Loomis Sayles Small Fund Quote
| LSCNX Fund | USD 23.32 0.15 0.64% |
Performance2 of 100
| Odds Of DistressLess than 23
|
Loomis Sayles is trading at 23.32 as of the 12th of June 2024; that is -0.64 percent decrease since the beginning of the trading day. The fund's open price was 23.47. Loomis Sayles has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Loomis Sayles Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 14th of March 2024 and ending today, the 12th of June 2024. Click here to learn more.
The fund normally will invest at least 80 percent of its net assets in the equity securities of small-cap companies, including preferred stocks, warrants, securities convertible into common or preferred stocks and other equity-like interests in an entity. More on Loomis Sayles Small
Moving together with Loomis Mutual Fund
Loomis Mutual Fund Highlights
| Fund Concentration | Loomis Sayles Funds, Large Funds, Small Blend Funds, Small Blend, Loomis Sayles Funds (View all Sectors) |
| Update Date | 30th of June 2024 |
Loomis Sayles Small [LSCNX] is traded in USA and was established 12th of June 2024. Loomis Sayles is listed under Loomis Sayles Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Loomis Sayles Funds family. This fund now has accumulated 974.03 M in assets with no minimum investment requirementsLoomis Sayles Small is currently producing year-to-date (YTD) return of 4.71% with the current yeild of 0.0%, while the total return for the last 3 years was 4.51%.
Check Loomis Sayles Probability Of Bankruptcy
Instrument Allocation
Top Loomis Sayles Small Mutual Fund Constituents
| KAI | Kadant Inc | Stock | Industrials |
| ROIC | Retail Opportunity Investments | Stock | Real Estate |
| CHX | ChampionX | Stock | Energy |
| CTLT | Catalent | Stock | Health Care |
| QDEL | Quidel | Stock | Health Care |
| VAC | Marriot Vacations Worldwide | Stock | Consumer Discretionary |
| ABCB | Ameris Bancorp | Stock | Financials |
Loomis Sayles Small Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Loomis Sayles market risk premium is the additional return an investor will receive from holding Loomis Sayles long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Loomis Sayles. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Loomis Sayles' alpha and beta are two of the key measurements used to evaluate Loomis Sayles' performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7497 | |||
| Semi Deviation | 0.9453 | |||
| Standard Deviation | 0.9234 | |||
| Variance | 0.8527 |
Loomis Sayles Against Markets
Other Information on Investing in Loomis Mutual Fund
Loomis Sayles financial ratios help investors to determine whether Loomis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Loomis with respect to the benefits of owning Loomis Sayles security.
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