Nasdaq - Delayed Quote USD

Loomis Sayles Growth Y (LSGRX)

24.55 -0.21 (-0.85%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 24.76
  • YTD Return 12.40%
  • Expense Ratio 1.67%
  • Category Large Growth
  • Last Cap Gain 40.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 13.58B
  • Beta (5Y Monthly) 1.18
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 13.00%
  • Last Dividend 0.03
  • Inception Date Sep 12, 2003

Under normal market conditions, the fund will invest primarily in equity securities, including common stocks, convertible securities and warrants. It focuses on stocks of large capitalization companies, but the fund may invest in companies of any size. It normally invests across a wide range of sectors and industries.

Natixis Funds

Fund Family

Large Growth

Fund Category

13.58B

Net Assets

2003-09-12

Inception Date

Performance Overview: LSGRX

Trailing returns as of 4/24/2024. Category is Large Growth.

YTD Return

LSGRX
12.40%
Category
12.38%
 

1-Year Return

LSGRX
40.15%
Category
41.70%
 

3-Year Return

LSGRX
12.39%
Category
22.56%
 

5-Year Return

LSGRX
16.95%
Category
21.98%
 

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Holdings: LSGRX

Top 10 Holdings (53.58% of Total Assets)

SymbolCompany% Assets
META
Meta Platforms, Inc. 7.91%
NVDA
NVIDIA Corporation 7.88%
AMZN
Amazon.com, Inc. 5.72%
V
Visa Inc. 5.36%
MSFT
Microsoft Corporation 5.04%
NFLX
Netflix, Inc. 4.91%
TSLA
Tesla, Inc. 4.75%
BA
The Boeing Company 4.39%
ORCL
Oracle Corporation 3.88%
GOOGL
Alphabet Inc. 3.76%

Sector Weightings

SectorLSGRX
Technology   30.70%
Healthcare   13.24%
Industrials   6.56%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

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