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Loomis Sayles Growth N LGRNX

Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 25.51  /  +0.28 %
  • Total Assets 13.5 Bil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.580%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 13%

USD | NAV as of Feb 27, 2024 | 1-Day Return as of Feb 27, 2024, 11:22 PM GMT+0

Morningstar’s Analysis LGRNX

Will LGRNX outperform in future?

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

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.

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Portfolio Holdings LGRNX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 54.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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