Manager Aziz Hamzaogullari and his team have proved their mettle recently, retaining Above Average People and High Process ratings for their U.S. mutual fund, Loomis Sayles Growth, and related cross-border offerings Loomis Sayles U.S. Growth Equity and Natixis Loomis Sayles U.S. Equity Leaders. The U.S. fund reopened to new investors in April 2023.
Loomis Sayles Growth Y LSGRX
- NAV / 1-Day Return 25.23 / +1.12 %
- Total Assets 13.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.670%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield —
- Turnover 13%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0
Morningstar’s Analysis LSGRX
Will LSGRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 54.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Meta Platforms Inc Class A | 7.68 | 1.0 Bil | Communication Services |
NVIDIA Corp | 7.65 | 1.0 Bil | Technology |
Amazon.com Inc | 5.83 | 785.0 Mil | Consumer Cyclical |
Visa Inc Class A | 5.28 | 711.2 Mil | Financial Services |
Microsoft Corp | 5.11 | 688.5 Mil | Technology |
Netflix Inc | 4.87 | 655.7 Mil | Communication Services |
Boeing Co | 4.87 | 655.5 Mil | Industrials |
Tesla Inc | 4.70 | 632.6 Mil | Consumer Cyclical |
Oracle Corp | 4.30 | 579.1 Mil | Technology |
Alphabet Inc Class A | 4.15 | 558.2 Mil | Communication Services |