Morningstar

Loomis Sayles Growth Fund Class C LGRCX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 23.72  /  +0.85 %
  • Total Assets 17.0B
  • Adj. Expense Ratio
    1.650%
  • Expense Ratio 1.650%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 7%

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LGRCX

Will LGRCX 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 LGRCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LGRCX 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 LGRCX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LGRCX

More LGRCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 64.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.68 2B
Technology

Tesla Inc

8.46 1B
Consumer Cyclical

Alphabet Inc Class A

8.11 1B
Communication Services

Meta Platforms Inc Class A

6.44 1B
Communication Services

Amazon.com Inc

6.03 984M
Consumer Cyclical

Visa Inc Class A

4.90 800M
Financial Services

Boeing Co

4.82 786M
Industrials

Microsoft Corp

4.52 737M
Technology

Netflix Inc

4.25 693M
Communication Services

Oracle Corp

3.74 609M
Technology

Sponsor Center