- 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.
