About LSAGX
The Loomis Sayles Global Growth Fund Class A is a diversified mutual fund focused on achieving long-term capital appreciation by investing primarily in equity securities of companies worldwide. Managed with a high-conviction, growth-oriented approach, the fund targets businesses that exhibit durable competitive advantages, strong secular growth prospects, and the capacity to generate sustained, above-average returns on invested capital. The portfolio emphasizes large-cap growth companies and typically maintains concentrated holdings, with a significant portion of assets allocated to its top positions, reflecting high manager conviction.
The fund leverages fundamental research to identify opportunities where high-quality companies are trading at meaningful discounts to their intrinsic value, partnering with management teams who act as long-term owners. Its active management style is distinguished by a relatively low portfolio turnover and a disciplined risk framework that focuses on avoiding permanent loss of capital rather than short-term volatility. The fund plays a significant role in the global large-cap growth category, providing investors with access to leading growth names across sectors such as technology, communication services, and consumer cyclicals, and serving as a strategic allocation for those seeking exposure to global equity growth trends.
Fund Family Loomis Sayles Funds
Category Unclassified
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol LSAGX
Share Class Class A
Index MSCI AC World NR USD
LSAGX had a total return of -14.33% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.59%.
