- What does LGRNX invest in?
- This fund aims to achieve substantial long-term capital appreciation. Typically, in stable market conditions, it predominantly allocates its investments to equity-related instruments, such as common stocks, convertible bonds, and warrants. While its primary emphasis is on shares of large-capitalization companies, the fund maintains the flexibility to invest in businesses of any market size. The portfolio is generally diversified across a broad range of economic sectors and industries.
- What is the expense ratio of LGRNX?
- Loomis Sayles Growth Fund Class N (LGRNX) charges an expense ratio of 0.56%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is LGRNX?
- Loomis Sayles Growth Fund Class N (LGRNX) is one share class of a fund that manages $16.48B across all of its share classes (LGRCX, LGRRX, LSGRX report the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.
- Is LGRNX actively managed or an index fund?
- LGRNX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (LGRNX's is 0.56%) in exchange for the discretion to over- or under-weight positions.
- When was LGRNX launched?
- Loomis Sayles Growth Fund Class N (LGRNX) launched in February 2013 and is managed by Loomis Sayles.
- How has LGRNX performed?
- LGRNX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
