About LGRRX
Loomis Sayles Growth Fund Class A is an actively managed mutual fund focused on achieving long-term capital appreciation through investments in equity securities. Primarily targeting large-cap growth companies, the fund seeks out businesses with sustainable competitive advantages and the potential for secular, long-term cash flow growth. Portfolio management emphasizes a high-conviction approach, typically holding around 30 to 40 stocks, with significant allocations to leading names in technology, consumer cyclicals, and communication services. The fund’s investment philosophy involves partnering with management teams committed to long-term value creation and investing when companies trade at a significant discount to their intrinsic value. With top holdings such as NVIDIA, Tesla, Meta Platforms, and Amazon, the fund is well-represented in influential market sectors. The Loomis Sayles Growth Fund Class A plays a notable role in the large-cap growth segment of the US equity market, offering investors exposure to innovation-driven companies and dynamic industry leaders.
Fund Family Loomis Sayles Funds
Category Large-Cap Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol LGRRX
Share Class Class A
Index Russell 1000 Growth TR
LGRRX had a total return of 1.01% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.10%.
