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LSSIX
Mutual Fund ticker: NASDAQ
AS OF
Apr 8 closing price
Price
$22.81
Change
-$0.62 (-2.65%)
Net Assets
1.84B

LSSIX Loomis Sayles Small Cap Growth Instl Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital growth... Show more

Category: #Small Growth
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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 Instl MF is 7.69B. The market cap for tickers in the group ranges from 4.5B to 12.43B. MEDP holds the highest valuation in this group at 12.43B. 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 Instl MF was 84%. For the same stocks of the MF, the average monthly volume growth was 90% and the average quarterly volume growth was 195%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 65
Price Growth Rating: 70
SMR Rating: 53
Profit Risk Rating: 40
Seasonality Score: 6 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
399 Boylston Street12th FloorBoston
Phone
N/A
Web
www.loomissayles.com
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LSSIX and MutualFunds

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LSSIX
1D Price
Change %
LSSIX100%
N/A
VEXPX - LSSIX
97%
Closely correlated
N/A
VEXRX - LSSIX
97%
Closely correlated
N/A
WCMNX - LSSIX
96%
Closely correlated
N/A
WCMLX - LSSIX
96%
Closely correlated
N/A
VISGX - LSSIX
95%
Closely correlated
N/A
More