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LSMIX
Mutual Fund ticker: NASDAQ
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LSMIX price forecast, quote, news & analysis

Category: @Mid-Cap Growth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Pure Storage (NYSE:PSTG), CyberArk Software Ltd (NASDAQ:CYBR).

Industry description

The investment seeks long-term capital growth from investments in common stocks or other equity securities. The fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in the equity securities of "small/mid-cap companies," including preferred stocks, warrants and securities convertible into common or preferred stocks. The adviser defines a small/mid-cap company to be one whose market capitalization falls within the capitalization range of the Russell 2500® Index, an index that tracks some or all of the stocks of the 2,500 of the smallest U.S. companies.

Market Cap

The average market capitalization across the Loomis Sayles Small/Mid Cap Growth Instl MF is 12.42B. The market cap for tickers in the group ranges from 2.36B to 45.7B. AXON holds the highest valuation in this group at 45.7B. The lowest valued company is CMPR at 2.36B.

Volume

The average weekly volume growth across all stocks in the Loomis Sayles Small/Mid Cap Growth Instl MF was 3%. For the same stocks of the MF, the average monthly volume growth was 64% and the average quarterly volume growth was 60%

Fundamental Analysis Ratings

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

Valuation Rating: 77
P/E Growth Rating: 73
Price Growth Rating: 46
SMR Rating: 52
Profit Risk Rating: 32
Seasonality Score: 0 (-100 ... +100)
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A.I.Advisor
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A.I. Advisor
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General Information

Category MidCapGrowth

Profile
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Category
Mid-Cap Growth
Address
399 Boylston Street12th FloorBoston
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Web
www.loomissayles.com