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LSSCX
Mutual Fund ticker: NASDAQ
AS OF
Sep 5 closing price
Price
$23.80
Change
-$0.07 (-0.29%)
Net Assets
348.28M

LSSCX Loomis Sayles Small Cap Value Instl Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital growth from investments in common stocks or other equity securities... Show more

Category: #Small Blend
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A.I.Advisor
published Highlights

Industry description

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.

Market Cap

The average market capitalization across the Loomis Sayles Small Cap Value Instl MF is 6.55B. The market cap for tickers in the group ranges from 2.16B to 17.33B. THC holds the highest valuation in this group at 17.33B. The lowest valued company is AGM at 2.16B.

Volume

The average weekly volume growth across all stocks in the Loomis Sayles Small Cap Value Instl MF was 19%. For the same stocks of the MF, the average monthly volume growth was -22% and the average quarterly volume growth was -42%

Fundamental Analysis Ratings

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

Valuation Rating: 52
P/E Growth Rating: 43
Price Growth Rating: 50
SMR Rating: 32
Profit Risk Rating: 37
Seasonality Score: -22 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Loomis Sayles Funds I399 Boylston Street, 12th FloorBoston
Phone
N/A
Web
www.loomissayles.com
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LSSCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LSSCX has been closely correlated with VSMAX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if LSSCX jumps, then VSMAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LSSCX
1D Price
Change %
LSSCX100%
-0.29%
VSMAX - LSSCX
79%
Closely correlated
+0.71%
NAESX - LSSCX
79%
Closely correlated
+0.71%
VSCIX - LSSCX
79%
Closely correlated
+0.71%
FTHFX - LSSCX
66%
Loosely correlated
+0.06%
FSSNX - LSSCX
10%
Poorly correlated
N/A
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