Loomis Sayles Small Cap Value Fund Class N (LSCNX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 5.93% | -0.31% | 6.24% |
Year-to-Date | 1.79% | -5.79% | 7.59% |
1 Year | -2.37% | 0.00% | -2.37% |
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
- 0.85%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,077
Real cost (fees + lost compounding)
$1,333
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
96%
Return in excess of styles
(over past year)
-14.22%