Loomis Sayles Growth benefits from an experienced manager, a stable dedicated analyst team, and a methodical and research-intensive process. The Morningstar Analyst Rating for its cheapest share class is upgraded to Gold, while others range from Silver to Bronze, depending on fees.
Loomis Sayles Growth C LGRCX
NAV / 1-Day Return
19.20
/
0.31
%
Total Assets
12.4 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.650%
Expense Ratio
1.650%
Fee Level
Below Average
Longest Manager Tenure
10.78
years
Category
Large Growth
Investment Style
Large GrowthMin. Initial Investment
2,500
Status
Limited
TTM Yield
0.00%
Turnover
19%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
The strategy boasts a clearly defined process implemented by a strong team.
