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 World Large-Stock Growth
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 -3.18% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.50%.
