Morningstar

Loomis Sayles Growth Fund Class Y LSGRX

Morningstar Medalist Rating
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Medalist Rating as of See Natixis Investment Hub
  • NAV / 1-Day Return $34.03  /  +1.04 %
  • Fund Size $16.8B
  • Adjusted Expense Ratio 0.650%
  • Net Expense Ratio 0.650%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 7%
NAV and 1-Day Return as of

Morningstar’s Analysis LSGRX

Will LSGRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSGRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LSGRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LSGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Trustworthy.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Loomis Sayles Growth, a US mutual fund also available in separate accounts and related cross-border offerings, has an exceptional manager, loyal team, and admirable approach. It retains its High People and Process Pillar ratings.

by Tony Thomas
Rated on Published on

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Portfolio Holdings LSGRX

More LSGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

13.00 2B
Technology

Alphabet Inc Class A

7.40 1B
Communication Services

Tesla Inc

6.88 1B
Consumer Cyclical

Amazon.com Inc

6.32 1B
Consumer Cyclical

Meta Platforms Inc Class A

6.08 1B
Communication Services

Microsoft Corp

5.70 967M
Technology

Visa Inc Class A

5.04 855M
Financial Services

Netflix Inc

4.60 781M
Communication Services

Boeing Co

4.30 729M
Industrials

Oracle Corp

3.53 599M
Technology

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