Loomis Sayles Global Growth C (LSCGX)
| Fund Assets | 140.81M |
| Expense Ratio | 1.95% |
| 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 | 22.55 |
| YTD Return | 18.02% |
| 1-Year Return | 15.14% |
| 5-Year Return | 51.66% |
| 52-Week Low | 16.37 |
| 52-Week High | 23.78 |
| Beta (5Y) | n/a |
| Holdings | 46 |
| Inception Date | Mar 31, 2016 |
About LSCGX
Loomis Sayles Global Growth Fund Class C is an open-end mutual fund focused on long-term capital appreciation by investing primarily in global equity securities. The fund targets companies across both U.S. and international markets, with a strong emphasis on large-cap stocks that demonstrate sustainable competitive advantages and consistent cash flow growth. The investment strategy is growth-oriented, seeking enterprises capable of generating long-term shareholder value, but it also considers valuation by aiming to purchase shares at significant discounts to perceived intrinsic value. Notably, the fund takes a private equity-style approach, partnering with management teams committed to managing for profitable growth and acting like long-term owners. The portfolio is typically overweight in sectors such as consumer cyclical and communication services, compared to peer funds. Managed with an eye toward minimizing permanent capital loss rather than short-term volatility, Loomis Sayles Global Growth Fund Class C plays a role in offering diversified exposure to growth opportunities worldwide, benchmarking performance against the MSCI All Country World Index.
Performance
LSCGX had a total return of 15.14% in the past year, including dividends. Since the fund's inception, the average annual return has been 17.31%.
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
54.07% of assets| Name | Symbol | Weight |
|---|---|---|
| Meta Platforms, Inc. | META | 7.33% |
| Tesla, Inc. | TSLA | 6.23% |
| MercadoLibre, Inc. | MELI | 5.94% |
| Oracle Corporation | ORCL | 5.90% |
| Alphabet, Inc. | GOOGL | 5.79% |
| Shopify Inc. | SHOP | 5.30% |
| Netflix, Inc. | NFLX | 5.25% |
| Amazon.com, Inc. | AMZN | 5.14% |
| Microsoft Corporation | MSFT | 3.71% |
| Tencent Holdings Limited | 0700 | 3.49% |