Loomis Sayles Global Growth C (LSCGX)

Fund Assets	117.15M
Expense Ratio	1.95%
Min. Investment	$2,500
Turnover	12.00%
Dividend (ttm)	0.07
Dividend Yield	0.35%
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 18, 2025

Previous Close	21.24
YTD Return	-4.63%
1-Year Return	-3.92%
5-Year Return	24.78%
52-Week Low	18.55
52-Week High	23.68
Beta (5Y)	0.89
Holdings	43
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.

• Fund Family: Loomis Sayles Funds
• Category: World Large-Stock Growth
• Performance Rating: Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: LSCGX
• Share Class: Class C
• Index: MSCI AC World NR USD

Performance

LSCGX had a total return of -3.92% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.66%.

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	0.70%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
LSNGX	Class N	0.90%
LSGGX	Class Y	0.95%
LSAGX	Class A	1.20%

Top 10 Holdings

53.49% of assets

Name	Symbol	Weight
Alphabet Inc.	GOOGL	9.25%
Tesla, Inc.	TSLA	6.49%
Meta Platforms, Inc.	META	6.45%
Amazon.com, Inc.	AMZN	6.40%
MercadoLibre, Inc.	MELI	5.01%
Shopify Inc.	SHOP	4.45%
Novartis AG	NOVN	4.01%
Arm Holdings plc	ARM	3.89%
The Boeing Company	BA	3.81%
Netflix, Inc.	NFLX	3.73%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 18, 2025	$0.0742	Dec 19, 2025
Dec 22, 2022	$0.9537	Dec 23, 2022
Apr 5, 2022	$0.0039	Apr 6, 2022
Dec 22, 2021	$1.3426	Dec 23, 2021
Apr 8, 2021	$0.0046	Apr 9, 2021
Dec 21, 2020	$1.1387	Dec 22, 2020

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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