Loomis Sayles Growth Fund Class Y
LSGRX
NASDAQ
| Weiss Ratings | LSGRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | LSGRX-NASDAQ | Click to Compare |
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| Provider | Loomis Sayles Funds | |||
| Manager/Tenure (Years) | Aziz V. Hamzaogullari (15) | |||
| Website | http://www.loomissayles.com | |||
| Fund Information | LSGRX-NASDAQ | Click to Compare |
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| Fund Name | Loomis Sayles Growth Fund Class Y | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | May 16, 1991 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 100,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | LSGRX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | LSGRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.58% | |||
| Asset Allocation | LSGRX-NASDAQ | Click to Compare |
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| Cash | 0.39% | |||
| Stock | 99.61% | |||
| U.S. Stock | 92.91% | |||
| Non-U.S. Stock | 6.70% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | LSGRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.86% | |||
| 30-Day Total Return | -4.92% | |||
| 60-Day Total Return | -9.92% | |||
| 90-Day Total Return | -10.71% | |||
| Year to Date Total Return | -11.16% | |||
| 1-Year Total Return | 17.35% | |||
| 2-Year Total Return | 22.92% | |||
| 3-Year Total Return | 71.37% | |||
| 5-Year Total Return | 70.65% | |||
| Price | LSGRX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | LSGRX-NASDAQ | Click to Compare |
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| Nav | $29.51 | |||
| 1-Month Low NAV | $28.24 | |||
| 1-Month High NAV | $31.45 | |||
| 52-Week Low NAV | $23.82 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $35.15 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | LSGRX-NASDAQ | Click to Compare |
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| Beta | 1.26 | |||
| Standard Deviation | 16.68 | |||
| Balance Sheet | LSGRX-NASDAQ | Click to Compare |
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| Total Assets | 16.02B | |||
| Operating Ratios | LSGRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.65% | |||
| Turnover Ratio | 7.00% | |||
| Performance | LSGRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 25.90% | |||
| Last Bear Market Total Return | -22.79% | |||