# Portfolio overlap — LSMNX vs LSSIX

Comparing **Loomis Sayles Small/Mid Cap Growth Fund** (2026-03-31) and **Loomis Sayles Small Cap Growth Fund** (2026-03-31).

- Shared positions: 22
- Loomis Sayles Small/Mid Cap Growth Fund covered by Loomis Sayles Small Cap Growth Fund: 0.2350808220197117778999998802
- Loomis Sayles Small Cap Growth Fund covered by Loomis Sayles Small/Mid Cap Growth Fund: 0.2350808220197117778999998801

## Loomis Sayles Small/Mid Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| FIXED INC CLEARING CORP.REPO | 0.029764 | ✓ |
| BWX TECHNOLOGIES INC | 0.024009 |  |
| CASEY'S GENERAL | 0.023399 |  |
| ADV ENERGY INDS | 0.022925 | ✓ |
| CIENA CORP | 0.021974 |  |
| RBC BEARINGS INC | 0.021022 | ✓ |
| INSMED INC | 0.020071 |  |
| ITT INC | 0.018575 |  |
| LAUREATE EDUCATION INC CL A | 0.018420 |  |
| MKS INSTRUMENTS INC | 0.018396 |  |
| NOVA LTD | 0.018248 |  |
| NATERA INC | 0.017506 |  |
| ATI INC | 0.017225 | ✓ |
| LEGENCE CORP-A | 0.017041 | ✓ |
| GENERAC HOLDINGS INC | 0.016296 |  |
| ALLEGRO MICROSYSTEMS INC | 0.016042 | ✓ |
| AXOS FINANCIAL INC | 0.015989 |  |
| FLOWSERVE CORP | 0.015598 |  |
| LIFE TIME GROUP HOLDINGS INC | 0.015568 | ✓ |
| MAGNOLIA OIL and GAS CORPO CL A | 0.015075 | ✓ |
| ENOVA INTL INC | 0.014738 |  |
| VSE CORP | 0.014257 |  |
| KARMAN HOLDINGS INC | 0.014042 |  |
| TEXAS ROADHOUSE INC | 0.013921 | ✓ |
| TRIMBLE INC | 0.013756 |  |
| UNIVERSAL TECHNI | 0.013529 |  |
| PRIVIA HEALTH GROUP INC | 0.013493 |  |
| NEUROCRINE BIOSCIENCES INC | 0.013477 |  |
| HEXCEL CORPORATION | 0.013263 | ✓ |
| RAMBUS INC | 0.013197 | ✓ |
| HEALTHEQUITY INC | 0.013148 | ✓ |
| LEONARDO DRS INC | 0.012918 |  |
| CRANE CO | 0.012853 |  |
| FED SIGNAL CORP | 0.012848 |  |
| JAZZ PHARMA PLC | 0.012755 |  |
| ALKERMES PLC | 0.012637 | ✓ |
| FLOWCO HOLDINGS INC | 0.012256 |  |
| INTERDIGITAL INC | 0.012163 |  |
| STIFEL FINANCIAL CORP | 0.012129 |  |
| CACI INTL-A | 0.012054 |  |
| SILICON LABS | 0.011909 | ✓ |
| BRIGHTSPRING HEALTH SERVICES INC | 0.011584 |  |
| Ascendis Pharma A/S | 0.011410 |  |
| REPLIGEN CORP | 0.011054 |  |
| STONEX GROUP INC | 0.011054 |  |
| PERFORMANCE FOOD GROUP CO | 0.010866 |  |
| INNOVEX INTERNATIONAL INC | 0.010299 |  |
| BJS WHSL CLUB HLDGS INC | 0.010232 |  |
| PLANET FITNESS INC CL A | 0.010110 |  |
| GLAUKOS CORP | 0.010101 | ✓ |

## 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 `0001410368-26-056137` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/872649/000141036826056137/0001410368-26-056137-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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