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LSMIX Loomis Sayles Small/Mid Cap Growth Instl Forecast, Technical & Fundamental Analysis

Category MidCapGrowth
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
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
399 Boylston Street12th FloorBoston
Phone
N/A
Web
www.loomissayles.com
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LSMIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LSMIX has been closely correlated with FSMAX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if LSMIX jumps, then FSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LSMIX
1D Price
Change %
LSMIX100%
-1.21%
FSMAX - LSMIX
97%
Closely correlated
-1.29%
PMAQX - LSMIX
86%
Closely correlated
-1.40%
PEMGX - LSMIX
86%
Closely correlated
-1.40%
RPMGX - LSMIX
84%
Closely correlated
-1.93%
TRQZX - LSMIX
84%
Closely correlated
-1.93%
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