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Morningstar

Loomis Sayles Growth C LGRCX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 14.12  /  1.05 %
  • Total Assets 9.5 Bil
  • Adj. Expense Ratio
    1.650%
  • Expense Ratio 1.630%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield 0.00
  • Turnover 20%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis LGRCX

Will LGRCX 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 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.

A strategy with competitive advantages of its own.

Associate Director

Summary

| by Tony Thomas

Loomis Sayles Growth's reliable team and appealing process earn the U.S. mutual fund’s Y and N share classes a Morningstar Analyst Rating of Gold; others get Silver or Bronze ratings, depending on fees. The fund is closed to most new investors.

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