Loomis Sayles Global Growth Fund Class A (LSAGX)
| Fund Assets | 128.35M |
| Expense Ratio | 1.20% |
| Min. Investment | $2,500 |
| Turnover | 6.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 22.85 |
| YTD Return | 11.56% |
| 1-Year Return | 23.63% |
| 5-Year Return | 85.72% |
| 52-Week Low | 17.28 |
| 52-Week High | 23.07 |
| Beta (5Y) | n/a |
| Holdings | 46 |
| Inception Date | Mar 31, 2016 |
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.
Performance
LSAGX had a total return of 23.63% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.31%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
| Symbol | Provider | Name | Expense Ratio |
|---|---|---|---|
| VEOIX | Vanguard | Vanguard Global Environmental Opp StkInv | 0.73% |
Top 10 Holdings
50.39% of assets| Name | Symbol | Weight |
|---|---|---|
| MercadoLibre, Inc. | MELI | 7.26% |
| Meta Platforms, Inc. | META | 6.72% |
| Netflix, Inc. | NFLX | 6.07% |
| Amazon.com, Inc. | AMZN | 5.27% |
| Tesla, Inc. | TSLA | 4.93% |
| Alphabet Inc. | GOOGL | 4.63% |
| Shopify Inc. | SHOP | 4.15% |
| Visa Inc. | V | 4.07% |
| Oracle Corporation | ORCL | 3.67% |
| The Boeing Company | BA | 3.60% |