Loomis Sayles Growth Fund Class N LGRNX

Morningstar Medalist Rating
  • NAV / 1-Day Return$32.23  /  −4.22%
  • Fund Size$15.2B
  • Adjusted Expense Ratio0.560%
  • Net Expense Ratio0.560%
  • Fee Level: DistributionBelow Average
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Growth
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio7%

Morningstar’s Analysis LGRNX

Will LGRNX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Trustworthy.

Principal Tony Thomas

Tony Thomas

Principal

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.

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Portfolio Holdings LGRNX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings64.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

13.692B
Technology

Meta Platforms Inc Class A

7.831B
Communication Services

Alphabet Inc Class A

7.781B
Communication Services

Tesla Inc

6.751B
Consumer Cyclical

Amazon.com Inc

6.271B
Consumer Cyclical

Microsoft Corp

5.86958M
Technology

Visa Inc Class A

4.87796M
Financial Services

Netflix Inc

4.03659M
Communication Services

Boeing Co

3.93642M
Industrials

Oracle Corp

3.32542M
Technology

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