LSSNX – Fund Analysis – Loomis Sayles Small Cap Growth N | Morningstar

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Will LSSNX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSSNX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the LSSNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of LSSNX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Veteran leadership and prudent style.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Loomis Sayles Small Cap Growth is attractive for its established managers and risk-sensitive approach.

by Tony Thomas

Rated on Dec 7, 2023 Published on Dec 7, 2023

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