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LCGRX Loomis Sayles Small Cap Growth Retail Forecast, Technical & Fundamental Analysis

Category SmallGrowth
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital growth. The fund normally will invest at least 80% of its net assets (plus any borrowings made for investment purposes) 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. Currently, the manager defines a small-cap company to be one whose market capitalization falls within the capitalization range of the Russell 2000® Index, an index that tracks stocks of 2,000 of the smallest U.S. companies.

Market Cap

The average market capitalization across the Loomis Sayles Small Cap Growth Retail MF is 8.23B. The market cap for tickers in the group ranges from 4.5B to 13.21B. TXRH holds the highest valuation in this group at 13.21B. The lowest valued company is HLNE at 4.5B.

Volume

The average weekly volume growth across all stocks in the Loomis Sayles Small Cap Growth Retail MF was 7%. For the same stocks of the MF, the average monthly volume growth was 11% and the average quarterly volume growth was 77%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 75
P/E Growth Rating: 53
Price Growth Rating: 51
SMR Rating: 51
Profit Risk Rating: 32
Seasonality Score: 38 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Loomis Sayles Funds II (Natixis)P.O. Box 219579Kansas City
Phone
800-225-5478
Web
NGAM.natixis.com
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LCGRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LCGRX has been closely correlated with WCMNX. These tickers have moved in lockstep 96% of the time. This A.I.-generated data suggests there is a high statistical probability that if LCGRX jumps, then WCMNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LCGRX
1D Price
Change %
LCGRX100%
-1.39%
WCMNX - LCGRX
96%
Closely correlated
-2.59%
WCMLX - LCGRX
96%
Closely correlated
-2.56%
VEXPX - LCGRX
96%
Closely correlated
-1.74%
VEXRX - LCGRX
96%
Closely correlated
-1.74%
VSGAX - LCGRX
95%
Closely correlated
-1.57%
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