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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+3.77% 3 years+15.21%
3 months+8.15% 5 years+18.96%
1 year+31.06% Since inception+6.71%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+18.96%+13.70%
Expense ratio0.92%1.11%
Risk 5 year sharpe ratio1.601.34
Net assets$7.5B$3.4B
Average market cap$108.2B$123.0B
Average P/E29.727.6
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. stock81.55%
International stock16.51%
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
BABA Alibaba Group Holding Ltd6.41%
FB Facebook6.33%
AMZN Amazon5.97%
V Visa5.18%
CSCO Cisco4.55%
ORCL Oracle4.27%
MNST Monster Beverage Corp3.95%
ADSK Autodesk Inc3.85%
DANOY Danone SA3.35%
NVO Novo Nordisk3.34%