About LSGRX
Loomis Sayles Growth Fund Class Y is a mutual fund that targets long-term capital growth by primarily investing in equity securities, including common stocks, convertible securities, and warrants. While its focus is on large-capitalization companies, the fund retains flexibility to invest across all company sizes and sectors. The investment approach emphasizes high-conviction, price-sensitive investing in businesses with robust and sustainable competitive advantages, aiming to purchase these companies when they trade significantly below their intrinsic value. This strategy is complemented by a concentrated portfolio, typically comprising 30 to 40 holdings, with a notable allocation to leading technology, communication services, and consumer discretionary firms. The fund is known for its disciplined, quality-growth-valuation framework, patient management team, and a risk philosophy centered on avoiding permanent losses of capital. Managed by an experienced team at Loomis, Sayles & Company, the fund serves institutional investors seeking exposure to large-growth equities, and is benchmarked against the Russell 1000 Growth Index, underscoring its significance in the U.S. large-cap growth segment.
Fund Family Loomis Sayles Funds
Category Large Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol LSGRX
Share Class Class Y
Index Russell 1000 Growth TR
LSGRX had a total return of 9.20% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.02%.
