Loomis Sayles Small Capital Value Fund Institutional Class (LSSCX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 5.02% | 0.69% | 4.33% |
Year-to-Date | 6.06% | 2.24% | 3.82% |
1 Year | 4.93% | 0.00% | 4.93% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
43%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 43% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.90%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,137
Real cost (fees + lost compounding)
$1,408
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
96%
Return in excess of styles
(over past year)
-14.24%