About LSGGX
Loomis Sayles Global Growth Fund Class Y is an institutional mutual fund that seeks long-term capital appreciation by investing primarily in equity securities across global markets. The fund emphasizes a high-conviction, growth-oriented approach, focusing on companies with sustainable competitive advantages, strong long-term cash flow growth, and high returns on invested capital. It typically maintains a concentrated portfolio of 30 to 45 stocks, selected through rigorous, bottom-up research that prioritizes quality, growth, and attractive valuation. The strategy defines risk as the permanent loss of capital and targets investments trading at meaningful discounts to estimated intrinsic value. With a significant active share and low portfolio turnover, the fund allocates a substantial portion of assets to large-cap companies, including meaningful exposure to international and emerging market equities. Managed by Loomis, Sayles & Company and led by Aziz V. Hamzaogullari, CFA, the fund serves as a core global growth holding for institutional investors seeking disciplined exposure to leading companies worldwide.
Fund Family Loomis Sayles Funds
Category Global Large-Cap Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol LSGGX
Share Class Class Y
Index MSCI AC World NR USD
LSGGX had a total return of -5.84% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.70%.
