LSSNX

Active

Loomis Sayles Small Cap Growth Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.83%
Annual Cost per $10K
$83.00
30-Year Fee Drag per $10K
$15,859
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+6.50%

Asset Allocation

US Equity
89%
Intl Equity
8%
Cash
3%

Fee Comparison

LSSNX
0.83%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

22% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+30.45%3Y
Compare to

Fee Impact Calculator

$
%
LSSNX at 0.83%$301,318
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$79,295
Cost vs index fund−$76,107

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
LSSNXLoomis Sayles Small Cap Growth Fund0.83%
FCNKXFidelity Contrafund0.56%
AFMFXAmerican Mutual Fund0.57%
AWSHXWashington Mutual Investors Fund0.31%
AMCFXAMCAP Fund0.43%
AICCXInvestment Co of America0.32%
JLGMXJPMorgan Large Cap Growth Fund0.94%
MEIAXMFS Value Fund0.79%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
FBCCXFidelity Blue Chip Growth Fund0.97%
FMAEXFidelity Magellan Fund0.62%
CDIRXColumbia Dividend Income Fund1.15%
OIEFXJPMorgan Equity Income Fund0.95%
JVMAXDisciplined Value Mid Cap Fund0.74%
FLCNXFidelity Contrafund K60.45%
FRISXFranklin Rising Dividends Fund0.52%
FOCKXFidelity OTC Portfolio1.05%
JMUEXJPMorgan U.S. Equity Fund0.94%
PEIYXPutnam Large Cap Value Fund0.63%
MFEJXMFS Growth Fund0.58%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
VAFAXInvesco American Franchise Fund0.93%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
OAZMXOakmark Fund0.63%
FDTRXFranklin Dynatech Fund0.45%
TRZQXT. Rowe Price Equity Income Fund0.53%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
CCIFXColumbia Seligman Technology and Information Fund0.91%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
JHQAXJPMorgan Hedged Equity Fund0.82%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
FZANXFidelity Advisor New Insights Fund0.53%
GETGXVictory Sycamore Established Value Fund0.89%
XFBRXVIP Mid Cap Portfolio0.82%
LSITXClearBridge Large Cap Growth Fund0.64%
FCGAXFranklin Growth Fund0.54%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
DAGVXBNY Mellon Dynamic Value Fund0.93%
AASRXAmerican Beacon Small Cap Value Fund0.77%
QVG2QVIP Growth Portfolio0.66%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
PBCJXBlue Chip Fund0.92%
FDSSXFidelity Stock Selector Fund0.49%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
PMEGXT. Rowe Price Institutional Mid-Cap Equity Growth Fund$1M min0.61%
ANODXSmall Cap Growth Fund0.79%
DDFIXInvesco Diversified Dividend Fund1.07%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
MRERXMFS Core Equity Fund0.88%
LGLOXLord Abbett Growth Leaders Fund0.59%
DFFVXU.S. Targeted Value Portfolio$1M min0.29%
NICSXNicholas Fund, Inc.0.70%
BAWAXBrown Advisory Sustainable Growth Fund0.60%
PLVJXLargeCap Value Fund III0.94%
FMILXFidelity New Millennium Fund0.76%
FZAFXFidelity Advisor Equity Growth Fund0.55%
THLCXTHRIVENT LARGE CAP GROWTH FUND0.76%
MEFAXMassMutual Mid Cap Growth Fund1.11%
MFRKXMFS Research Fund0.46%
FDSVXFidelity Growth Discovery Fund0.62%
VADAXInvesco Equally-Weighted S&P 500 Fund0.53%
HCAFXTHE HARTFORD CAPITAL APPRECIATION FUND0.70%
CCASXCONESTOGA SMALL CAP FUND1.10%
JLCNXFundamental Large Cap Core Fund0.65%
TILCXT. Rowe Price Large-Cap Value Fund0.56%
SVFIXSmead Value Fund0.90%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
JGAQXJPMorgan Value Advantage Fund0.99%
BBGSXBridge Builder Small/Mid Cap Growth Fund0.34%
EMLPFirst Trust North American Energy Infrastructure Fund0.95%
POLRXPolen Growth Fund1.22%
CEYRXCalvert Equity Fund0.58%
CZMVXMulti-Manager Value Strategies Fund$1M min0.69%
ACGIXInvesco Growth and Income Fund0.78%
HGOFXTHE HARTFORD GROWTH OPPORTUNITIES FUND0.73%
CHFTXInvesco Charter Fund0.68%
SPLVInvesco S&P 500 Low Volatility ETF0.25%
ACSCXSmall Cap Value Fund0.73%
IHIiShares U.S. Medical Devices ETF0.38%
FSMLXFranklin Small Cap Growth Fund0.67%
FCPVXFidelity Small Cap Value Fund1.20%
BASAXBrown Advisory Small-Cap Growth Fund0.96%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
FGSLXFidelity Growth Strategies Fund0.61%
PPAInvesco Aerospace & Defense ETF0.58%
PMJAXPIMCO RAE US Small Fund0.90%
LAAFXLORD ABBETT AFFILIATED FUND INC0.54%
SGRAXAllspring Growth Fund1.15%
CSMUXCarillon Scout Mid Cap Fund0.85%
LAMHXLord Abbett Dividend Growth Fund0.59%
AMAGXAmana Growth Fund0.61%
LMPFXClearBridge Growth Fund1.13%
DLCZXDestinations Large Cap Equity Fund0.81%
JLVMXJPMorgan Large Cap Value Fund0.93%
PARMXParnassus Mid Cap Fund0.95%
MGRPXGROWTH PORTFOLIO0.52%

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