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Loomis Sayles Growth Y (LSGRX)

32.70 -0.34 (-1.03%)

At close: October 30 at 6:53:29 PM EDT

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Previous Close 33.04
YTD Return -0.42%
Expense Ratio 0.65%
Category --
Last Cap Gain 61.00
Morningstar Rating
★ ★ ★ ★ ★
Morningstar Risk Rating Above Average
Net Assets 16.46B
Beta (5Y Monthly) 1.20
Yield 0.00%
5y Average Return --
Holdings Turnover 7.00%
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.

Loomis Sayles Funds

Fund Family

Fund Category

16.46B

Net Assets

2003-09-12

Inception Date

Trailing returns as of 10/29/2026.

YTD Return

LSGRX

0.42%

Category

0.00%

1-Year Return

LSGRX

0.20%

Category

0.00%

3-Year Return

LSGRX

20.60%

Category

0.00%

5-Year Return

LSGRX

12.45%

Category

0.00%

AMRFX

MWTIX

JVMIX

EGFIX

MRFIX

Sector Weightings

Sector LSGRX

Technology 31.73%

Communication Services 22.59%

Consumer Cyclical 16.16%

Healthcare 11.92%

Financial Services 7.11%

Industrials 7.11%

Consumer Defensive 3.37%

Real Estate 0.00%

Basic Materials 0.00%

Utilities 0.00%

Energy 0.00%

U.S. markets closed

Loomis Sayles Growth Y (LSGRX)

-1.15%

5.14%

1.55%

-2.27%

-4.25%

20.18%

164.78%

227.00%

Loomis Sayles Growth Y Overview Loomis Sayles Funds

Fund Family

Fund Category

Net Assets

Inception Date

Performance Overview

YTD Return

1-Year Return

3-Year Return

5-Year Return

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Holdings

Sector Weightings

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