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.
Loomis Sayles Growth Fund Class A LGRRX
- NAV / 1-Day Return 28.39 / −0.28 %
- Total Assets 16.9B
-
Adj. Expense Ratio
0.900%
- Expense Ratio 0.900%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 7%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:11 AM GMT+0
Morningstar’s Analysis LGRRX
Will LGRRX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the LGRRX 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 LGRRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 63.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 12.08 | 2B | Technology |
Alphabet Inc Class A | 8.10 | 1B | Communication Services |
Tesla Inc | 7.33 | 1B | Consumer Cyclical |
Meta Platforms Inc Class A | 6.68 | 1B | Communication Services |
Amazon.com Inc | 6.23 | 1B | Consumer Cyclical |
Netflix Inc | 5.32 | 935M | Communication Services |
Boeing Co | 4.99 | 877M | Industrials |
Visa Inc Class A | 4.58 | 804M | Financial Services |
Microsoft Corp | 4.05 | 711M | Technology |
Oracle Corp | 4.02 | 706M | Technology |