Loomis Sayles Small Capital Value Fund Retail Class

Frequently Asked Questions About LSCRX

What are the top holdings of LSCRX?

A machine-readable holdings disclosure for Loomis Sayles Small Capital Value Fund Retail Class (LSCRX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does LSCRX invest in?

Loomis Sayles Small Capital Value Fund Retail Class (LSCRX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is LSCRX most exposed to?

LSCRX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is LSCRX a US-only fund?

The country allocation card on this page shows LSCRX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does LSCRX invest in?

This fund's primary objective is to achieve substantial capital growth over the long term through investments in various equity securities. It typically dedicates a minimum of 80% of its total investable assets (including any funds acquired through borrowing) to small-capitalization companies. These holdings can take several forms, such as preferred stocks, warrants, securities convertible into common or preferred shares, and other equity-like interests. The portfolio manager defines small-cap firms as those possessing market valuations comparable to the companies represented in the Russell 2000® Index, which comprises 2,000 of the smallest publicly traded U.S. enterprises.