Loomis Sayles Global Growth Fund Class C (LSCGX)
| Fund Assets | 57.39M |
| Expense Ratio | 1.95% |
| Min. Investment | $2,500 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 21.26 |
| YTD Return | 11.13% |
| 1-Year Return | 22.69% |
| 5-Year Return | 78.80% |
| 52-Week Low | 16.19 |
| 52-Week High | 21.47 |
| Beta (5Y) | n/a |
| Holdings | 46 |
| Inception Date | Mar 31, 2016 |
About LSCGX
LSCGX was founded on 2016-03-31. The Fund's investment strategy focuses on Global with 2.0% total expense ratio. The minimum amount to invest in Natixis Funds Trust II: Loomis Sayles Global Growth; Class C Shares is $2,500 on a standard taxable account. Natixis Funds Trust II: Loomis Sayles Global Growth; Class C Shares seeks long-term growth of capital. It will invest in securities that provide exposure to no fewer than three countries, which may include the U.S. It will invest at least 40% of its assets in securities of companies that maintain or conduct their principal business activities outside the U.S.
Performance
LSCGX had a total return of 22.69% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.46%.
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% |