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Morningstar

Loomis Sayles Growth Y LSGRX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 27.17  /  +0.82 %
  • Total Assets 14.2 Bil
  • Adj. Expense Ratio
    0.670%
  • 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 Jun 17, 2024 | 1-Day Return as of Jun 17, 2024, 10:17 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.

  • 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.

Loomis Sayles Growth’s New Position Size Limits Should Keep It Competitive; Ratings Unchanged

null Tony Thomas

Tony Thomas

Analyst Note

Loomis Sayles Growth recently changed its parameters on individual position sizes. The move acknowledges the evolving makeup of the strategy’s S&P 500 prospectus benchmark—and the Russell 1000 Growth Index, the large-growth Morningstar Category benchmark—while keeping a reasonable cap on stocks’ portfolio weightings. Thus, the strategy’s High Process rating is unchanged.

by Tony Thomas
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 54.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.59 984.4 Mil
Technology

Meta Platforms Inc Class A

6.75 875.4 Mil
Communication Services

Tesla Inc

5.91 766.6 Mil
Consumer Cyclical

Amazon.com Inc

5.87 761.6 Mil
Consumer Cyclical

Visa Inc Class A

5.28 684.5 Mil
Financial Services

Boeing Co

4.93 639.6 Mil
Industrials

Microsoft Corp

4.91 637.2 Mil
Technology

Netflix Inc

4.66 604.4 Mil
Communication Services

Alphabet Inc Class A

4.64 602.0 Mil
Communication Services

Oracle Corp

4.11 533.1 Mil
Technology