Morningstar

Loomis Sayles Growth Fund Class Y LSGRX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 32.29  /  +0.62 %
  • Total Assets 16.8B
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 7%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis LSGRX

Will LSGRX outperform in the 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.

Trustworthy.

Associate Director Tony Thomas

Tony Thomas

Associate Director

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.

by Tony Thomas
Rated on Published on

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Portfolio Holdings LSGRX

More LSGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.46 2B
Technology

Tesla Inc

8.17 1B
Consumer Cyclical

Alphabet Inc Class A

7.89 1B
Communication Services

Meta Platforms Inc Class A

6.73 1B
Communication Services

Amazon.com Inc

6.26 1B
Consumer Cyclical

Oracle Corp

5.36 957M
Technology

Boeing Co

4.80 855M
Industrials

Netflix Inc

4.77 851M
Communication Services

Visa Inc Class A

4.35 775M
Financial Services

Microsoft Corp

4.23 754M
Technology

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