The investment seeks long-term capital growth from investments in common stocks or other equity securities.
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.
The average market capitalization across the Loomis Sayles Small Cap Value Retail MF is 6B. The market cap for tickers in the group ranges from 1.9B to 9.86B. CLH holds the highest valuation in this group at 9.86B. The lowest valued company is AGM at 1.9B.
The average weekly volume growth across all stocks in the Loomis Sayles Small Cap Value Retail MF was -65%. For the same stocks of the MF, the average monthly volume growth was -34% and the average quarterly volume growth was -39%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 64
P/E Growth Rating: 51
Price Growth Rating: 49
SMR Rating: 44
Profit Risk Rating: 46
Seasonality Score: -35 (-100 ... +100)