Loomis Sayles Growth Fund Class A (LGRRX)

15.29
Net Asset Value
+1.66%
1 Day
+4.94%
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-3.77% 3 years+15.19%
3 months+3.50% 5 years+17.06%
1 year+27.72% Since inception+7.18%
Data through --

Peer Comparisonvs. Large growth

 LGRRXCategory
Performance 5-yr return+17.06%+15.29%
Expense ratio0.91%1.11%
Risk 5 year sharpe ratio1.561.37
Net assets$8.5B$3.7B
Average market cap$110.8B$144.1B
Average P/E30.928.7
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. stock83.24%
International stock15.60%
Cash1.16%
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 Amazon6.64%
FB Facebook5.98%
BABA Alibaba Group Holding Ltd5.50%
V Visa5.13%
CSCO Cisco4.91%
ORCL Oracle4.88%
MNST Monster Beverage Corp4.29%
NVO Novo Nordisk3.52%
ADSK Autodesk Inc3.40%
SEIC SEI Investments Co3.39%