LSCRX Rating, Research - Loomis Sayles Small Cap Value Retail

Loomis Sayles Small Cap Value Retail (lscrx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 22

Threats + Weaknesses = 12

When strengths & opportunities substantially exceed threats & weaknesses an investment in the lscrx mutual fund has great long term potential.

Fund Management Team

Loomis Funds

Fund Description Update

Loomis Sayles Small Cap Value Retail (LSCRX) Description: LSCRX is a mutual fund, which is an investment that owns a basket of assets. The LSCRX mutual fund was provided by Loomis and this investment vehicle derives the majority of its value from equity holdings (stocks). Loomiss mutual fund has a long management tenure and is in the average fund size classification. LSCRXs minimum initial investment amount is $2500 while the IRA minimum is $2500. LSCRXs expense ratio is roughly 1%. The latest LSCRXs front end load was 0% and the back end load was 0%. The Loomis Sayles Small Cap Value Retail (LSCRX) mutual fund falls under the small mixed category. LSCRX focuses its investments in USA and LSCRX is not affiliated with a particular industry or fund sector. The Loomis Sayles Small Cap Value Retail (LSCRX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find LSCRXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of LSCRXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. Income is a secondary objective, but only when consistent with long-term growth of capital. The fund invests primarily in small companies. It invests at least 80% of assets in the equity securities (see equity research) of small companies with market capitalizations of less than $2.5 billion. It may invest up to 20% of assets in securities issued by foreign companies in developed or emerging markets. The fund may also invest in growth companies.

Management Analysis Update

The lscrx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors.

Performance Analysis Update