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Morningstar

Loomis Sayles Global Growth N LSNGX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 18.47  /  +0.93 %
  • Total Assets 100.3 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 24%

USD | NAV as of May 15, 2024 | 1-Day Return as of May 15, 2024, 10:24 PM GMT+0

Morningstar’s Analysis LSNGX

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

  • People Pillar

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

Loomis Sayles Global Growth N’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings LSNGX

More LSNGX 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
Sector

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7.60 7.9 Mil
Communication Services

Amazon.com Inc

6.33 6.6 Mil
Consumer Cyclical

MercadoLibre Inc

5.78 6.0 Mil
Consumer Cyclical

Alphabet Inc Class A

5.01 5.2 Mil
Communication Services

Adyen NV

4.17 4.4 Mil
Technology

Microsoft Corp

4.14 4.3 Mil
Technology

Netflix Inc

4.00 4.2 Mil
Communication Services

Boeing Co

3.86 4.0 Mil
Industrials

Visa Inc Class A

3.69 3.8 Mil
Financial Services

Oracle Corp

3.67 3.8 Mil
Technology