Skip to Content
Morningstar

Loomis Sayles Growth C LGRCX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 18.53  /  −0.59 %
  • Total Assets 13.1 Bil
  • Adj. Expense Ratio
    1.670%
  • Expense Ratio 1.670%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 13%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

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.

Recent good calls show what this strategy is about.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

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.

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 53.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

7.91 1.1 Bil
Communication Services

NVIDIA Corp

7.88 1.1 Bil
Technology

Amazon.com Inc

5.72 779.2 Mil
Consumer Cyclical

Visa Inc Class A

5.36 729.6 Mil
Financial Services

Microsoft Corp

5.04 686.8 Mil
Technology

Netflix Inc

4.91 668.4 Mil
Communication Services

Tesla Inc

4.75 646.6 Mil
Consumer Cyclical

Boeing Co

4.39 598.3 Mil
Industrials

Oracle Corp

3.88 528.6 Mil
Technology

Alphabet Inc Class A

3.76 512.1 Mil
Communication Services