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Morningstar

Loomis Sayles Global Growth Y LSGGX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 18.04  /  +0.28 %
  • Total Assets 101.8 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 24%

USD | NAV as of May 10, 2024 | 1-Day Return as of May 10, 2024, 10:12 PM GMT+0

Morningstar’s Analysis LSGGX

Will LSGGX 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 LSGGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LSGGX 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 LSGGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Loomis Sayles Global Growth Y's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LSGGX

More LSGGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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