# Portfolio overlap — JSJFX vs LSSIX

Comparing **Small Cap Dynamic Growth Fund** (2026-02-28) and **Loomis Sayles Small Cap Growth Fund** (2026-03-31).

- Shared positions: 17
- Small Cap Dynamic Growth Fund covered by Loomis Sayles Small Cap Growth Fund: 0.2257475869702036327334366352
- Loomis Sayles Small Cap Growth Fund covered by Small Cap Dynamic Growth Fund: 0.2257475869702036327334366353

## Small Cap Dynamic Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CASEY'S GENERAL | 0.036753 |  |
| ENSIGN GROUP INC | 0.036448 | ✓ |
| RBC BEARINGS INC | 0.035992 | ✓ |
| VSE CORP | 0.033782 |  |
| SSC GOVERNMENT MM GVMXX   / | 0.032368 |  |
| ADV ENERGY INDS | 0.028951 | ✓ |
| SPX TECHNOLOGIES INC | 0.028838 |  |
| FABRINET | 0.028273 |  |
| VIAVI SOLUTIONS INC | 0.025734 | ✓ |
| Nova Measuring Instruments Ltd | 0.025634 |  |
| FIRSTCASH HOLDINGS INC | 0.025559 |  |
| AAR CORP | 0.024816 | ✓ |
| INTERDIGITAL INC | 0.024098 |  |
| ATMUS FILTRATION TECHNOLOGIES INC | 0.022990 |  |
| PLEXUS CORP | 0.022970 |  |
| LITTELFUSE INC | 0.022663 |  |
| ISHARES RUSSELL 2000 GROWTH MUTUAL FUND | 0.021673 |  |
| NEXTRACKER INC CL A | 0.021176 |  |
| BLOOM ENERGY CORP CL A | 0.021158 |  |
| BRIDGEBIO PHARMA INC | 0.019719 |  |
| STIFEL FINANCIAL CORP | 0.019637 |  |
| ARGAN INC | 0.019534 |  |
| RAMBUS INC | 0.018808 | ✓ |
| GUARDANT HEALTH INC | 0.018508 |  |
| CRANE CO | 0.018149 |  |
| STERLING INFRASTRUCTURE INC | 0.017767 | ✓ |
| FIRST FINL BANKSHARES INC | 0.017122 |  |
| MERCURY SYSTEMS INC | 0.016863 | ✓ |
| JOHN BEAN TECHNOLOGIES CORP | 0.016300 |  |
| GARRETT MOTION INC | 0.016096 |  |
| PIPER SANDLER COS | 0.015721 |  |
| MIRION TECHNOLOGIES INC-A | 0.015465 | ✓ |
| ICHOR HOLDINGS L | 0.015309 |  |
| OSI SYSTEMS INC | 0.014871 | ✓ |
| HEALTHEQUITY INC | 0.014636 | ✓ |
| MOELIS & CO-CL A | 0.013437 |  |
| CASELLA WASTE SYS INC CL A | 0.012998 | ✓ |
| AXSOME THERAPEUTICS INC | 0.012765 | ✓ |
| SENSIENT TECHNOLOGIES CORP | 0.012672 |  |
| VALLEY NATL BANCORP | 0.012669 |  |
| NPK INTERNATIONAL INC | 0.012339 |  |
| BOOT BARN HOLDINGS INC | 0.012101 | ✓ |
| NOVANTA INC | 0.011764 |  |
| PROTAGONIST THERAPEUTICS INC | 0.011221 |  |
| SUPERNUS PHARMACEUTICALS INC | 0.011145 | ✓ |
| RHYTHM PHARMACEUTICALS INC | 0.010554 | ✓ |
| OLLIES BARGAIN OUTLET HOLDINGS INC | 0.009670 |  |
| RADNET INC | 0.008880 | ✓ |
| INSMED INC | 0.008717 |  |
| MIAMI INTERNATIONAL HOLDINGS INC | 0.007923 |  |

## Loomis Sayles Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ESCO TECHNOLOGIES INC | 0.024565 |  |
| RBC BEARINGS INC | 0.022478 | ✓ |
| ADV ENERGY INDS | 0.020944 | ✓ |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.020811 |  |
| LIGAND PHARMACEUTICALS | 0.020470 |  |
| ATI INC | 0.019652 |  |
| STERLING INFRASTRUCTURE INC | 0.019112 | ✓ |
| CONSTRUCTION PARTNERS INC CL A | 0.017480 |  |
| AAR CORP | 0.016739 | ✓ |
| FIXED INC CLEARING CORP.REPO | 0.015539 |  |
| OCEANEERING INTL | 0.015123 |  |
| ESTABLISHMENT LABS HOLDINGS INC | 0.015052 |  |
| VITA COCO CO INC/THE | 0.014924 |  |
| OSI SYSTEMS INC | 0.014763 | ✓ |
| EVERUS CONSTRUCTION GROUP INC | 0.014761 |  |
| PATRICK INDUSTRIES INC | 0.014519 |  |
| MYR GROUP INC/DELAWARE | 0.013942 |  |
| MERCURY SYSTEMS INC | 0.013676 | ✓ |
| MAREX GROUP PLC | 0.013317 |  |
| MAGNOLIA OIL and GAS CORPO CL A | 0.013025 |  |
| LIFE TIME GROUP HOLDINGS INC | 0.013019 |  |
| ONESPAWORLD HOLDINGS LTD | 0.012891 |  |
| ARCOSA INC | 0.012867 |  |
| HEXCEL CORPORATION | 0.012809 |  |
| SUPERNUS PHARMACEUTICALS INC | 0.012771 | ✓ |
| MIRUM PHARMACEUTICALS INC | 0.012748 |  |
| AXSOME THERAPEUTICS INC | 0.012590 | ✓ |
| ALKERMES PLC | 0.012490 |  |
| ENSIGN GROUP INC | 0.012058 | ✓ |
| PJT PARTNERS INC | 0.011989 |  |
| CALIX NETWORKS INC | 0.011960 |  |
| PIPER SANDLER CO | 0.011920 |  |
| EXTREME NETWORKS INC | 0.011901 |  |
| HEALTHEQUITY INC | 0.011794 | ✓ |
| RHYTHM PHARMACEUTICALS INC | 0.011741 | ✓ |
| CACTUS INC CL A | 0.011603 |  |
| VIAVI SOLUTIONS INC | 0.011373 | ✓ |
| GRAND CANYON EDUCATION INC | 0.011281 |  |
| RADNET INC | 0.011135 | ✓ |
| CASELLA WASTE SYS INC CL A | 0.010749 | ✓ |
| ARTIVION INC | 0.010428 |  |
| RAMBUS INC | 0.010396 | ✓ |
| GUARDIAN PHARMACY SERVICES INC | 0.010200 |  |
| YETI HOLDINGS INC | 0.010190 |  |
| MIRION TECHNOLOGIES INC-A | 0.010040 | ✓ |
| BOOT BARN HOLDINGS INC | 0.009802 | ✓ |
| HURON CONSULTING GROUP INC | 0.009632 |  |
| XENON PHARMACEUTICALS INC | 0.009537 |  |
| MODINE MFG CO | 0.009481 |  |
| FB FINANCIAL CORP | 0.009339 |  |


## Sources

- N-PORT (fund A) — accession `0001193125-26-184515` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1331971/000119312526184515/0001193125-26-184515-index.htm>
- N-PORT (fund B) — accession `0001410368-26-056145` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/872649/000141036826056145/0001410368-26-056145-index.htm>

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