Loomis Sayles Growth Fund Class A (LGRRX)

14.39
Net Asset Value
-1.77%
1 Day
-1.24%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
5.75
Sales Expenses
0.91%
Expense Ratio
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.

Performance

1 month-0.07% 3 years+12.28%
3 months-8.58% 5 years+15.62%
1 year+19.04% Since inception+6.75%
Data through --

Peer Comparisonvs. Large growth

 LGRRXCategory
Performance 5-yr return+15.62%+13.81%
Expense ratio0.91%1.10%
Risk 5 year sharpe ratio1.321.18
Net assets$8.1B$3.6B
Average market cap$116.7B$149.6B
Average P/E33.127.1
Portfolio turnover8%8%

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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

Holdings

U.S. stock82.77%
International stock15.23%
Cash2.00%
Fixed income0.00%
Other0.00%
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 Amazon7.14%
FB Facebook5.73%
BABA Alibaba Group Holding Ltd5.63%
CSCO Cisco5.53%
V Visa5.24%
ORCL Oracle5.05%
MNST Monster Beverage Corp4.16%
ADSK Autodesk Inc3.69%
SEIC SEI Investments Co3.34%
NVO Novo Nordisk3.27%