Skip to Content
Morningstar

Loomis Sayles Growth Y LSGRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Natixis Investment Hub

Morningstar’s Analysis LSGRX

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

  • People Pillar

    The People Pillar is our evaluation of the LSGRX 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 LSGRX’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