About LSNGX
The Loomis Sayles Global Growth Fund is an actively managed mutual fund focused on achieving long-term capital growth by investing in equity securities across global markets. Managed with a high-conviction, growth-oriented strategy, the fund primarily targets large-cap companies known for their sustainable competitive advantages, robust cash flow growth, and ability to generate returns on invested capital exceeding their costs. It typically maintains a concentrated portfolio of 30 to 45 holdings, striving for high active share and low turnover to emphasize quality and long-term valuation opportunities.
The fund applies a bottom-up research approach, seeking companies offering secular growth and trading at significant discounts to intrinsic value. Its holdings span diversified sectors and geographies, with a mandate to invest in at least three different countries, including significant allocations to firms outside the U.S. The fund benchmarks its performance against the MSCI All Country World Index, underscoring its broad international exposure. By defining risk as permanent loss of capital rather than short-term volatility, the Loomis Sayles Global Growth Fund plays a unique role in the global large-cap growth category, appealing to those seeking disciplined, long-term equity exposure across developed and emerging markets.
Fund Family Loomis Sayles Funds
Category Global Large-Cap Growth
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol LSNGX
Share Class Class N
Index MSCI AC World NR USD
LSNGX had a total return of -5.82% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.17%.
