Loomis Sayles Growth Fund

Frequently Asked Questions About LSGRX

What does LSGRX invest in?

Under typical market circumstances, the fund primarily allocates its capital to equity instruments, encompassing common stocks, convertible securities, and warrants. Although its main emphasis is on large-capitalization companies, the fund possesses the flexibility to invest in businesses of any size. Furthermore, it generally aims for broad diversification across a wide spectrum of sectors and industries.

What is the expense ratio of LSGRX?

Loomis Sayles Growth Fund (LSGRX) charges an expense ratio of 0.65%. This is the annual fee deducted from fund assets to cover management and operations.

How big is LSGRX?

Loomis Sayles Growth Fund (LSGRX) manages $16.33B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is LSGRX actively managed or an index fund?

LSGRX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was LSGRX launched?

Loomis Sayles Growth Fund (LSGRX) launched in May 1991 and is managed by Loomis Sayles.

How has LSGRX performed?

LSGRX'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.