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Loomis Sayles Growth Fund Class A (LGRRX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. Under normal market conditions, the fund will invest primarily in equity securities, including common stocks, convertible securities and warrants. It focuses on stocks of large capitalization companies, but the fund may invest in companies of any size. It normally invests across a wide range of sectors and industries.


1 month+1.48% 3 years+14.08%
3 months+11.08% 5 years+19.08%
1 year+18.83% Since inception+6.36%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+19.08%+13.87%
Expense ratio0.92%1.14%
Risk 5 year sharpe ratio1.511.23
Net assets$6.6B$3.1B
Average market cap$107.1B$108.1B
Average P/E28.627.0
Portfolio turnover11%11%

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Fund Management and Purchase Info

Fund familyNatixis Funds
Fund manager & tenureAziz Hamzaogullari / 7 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00


U.S. stock83.15%
International stock14.89%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Financial service 18.82%
Healthcare 18.64%
Telecommunication 15.84%
Business service 13.23%
Consumer service 10.63%
Top 10 Holdings
Portfolio weighting
AMZN Amazon7.70%
FB Facebook6.78%
BABA Alibaba Group Holding Ltd5.13%
V Visa4.95%
CSCO Cisco4.48%
ORCL Oracle4.22%
ADSK Autodesk Inc4.02%
MNST Monster Beverage Corp3.79%
QCOM Qualcomm3.26%
DANOY Danone SA3.24%