Morningstar

Loomis Sayles Growth A LGRRX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 25.36  /  −0.20 %
  • Total Assets 14.8 Bil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 13%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:24 PM GMT+0

Morningstar’s Analysis LGRRX

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

  • People Pillar

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

Loomis Sayles Growth’s New Position Size Limits Should Keep It Competitive; Ratings Unchanged

null Tony Thomas

Tony Thomas

Analyst Note

Loomis Sayles Growth recently changed its parameters on individual position sizes. The move acknowledges the evolving makeup of the strategy’s S&P 500 prospectus benchmark—and the Russell 1000 Growth Index, the large-growth Morningstar Category benchmark—while keeping a reasonable cap on stocks’ portfolio weightings. Thus, the strategy’s High Process rating is unchanged.

by Tony Thomas
Published on

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Portfolio Holdings LGRRX

More LGRRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.44 1.4 Bil
Technology

Meta Platforms Inc Class A

7.39 1.1 Bil
Communication Services

Tesla Inc

6.24 895.6 Mil
Consumer Cyclical

Amazon.com Inc

5.41 776.9 Mil
Consumer Cyclical

Netflix Inc

5.31 762.0 Mil
Communication Services

Visa Inc Class A

4.91 704.3 Mil
Financial Services

Microsoft Corp

4.76 682.7 Mil
Technology

Boeing Co

4.61 662.0 Mil
Industrials

Oracle Corp

4.61 661.9 Mil
Technology

Alphabet Inc Class A

4.21 604.3 Mil
Communication Services

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