- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Boston MA 02116 Dallas TX United States of America 75244-6152
- IPO Date
- Sep 12, 2003
- Business
- Loomis Sayles Growth Fund Class C (LGRCX) is an open-end mutual fund that seeks long-term growth of capital by investing primarily in equity securities, including common stocks, convertible securities, and warrants of large capitalization companies with sustainable competitive advantages and long-term structural growth drivers; it may also invest in companies of any size across a wide range of sectors such as technology, communication services, consumer cyclical, healthcare, and financial services. The fund emphasizes a large-cap growth investment style, benchmarked against the Russell 1000 Growth Index, with a portfolio typically featuring top holdings like NVIDIA Corp., Tesla Inc., Meta Platforms Inc., Oracle Corp., and Netflix Inc., alongside primarily U.S. stocks (93.19%), non-U.S. stocks (6.66%), and minimal cash exposure. Managed by Aziz Hamzaogullari since May 2010 as part of Loomis Sayles & Company's Growth Equity Strategies team, it offers Class C shares with a net expense ratio of 1.66%, a 1.00% deferred load, and minimum initial investment of USD 2,500.
Loomis Sayles Growth Fund operates within the large growth category of the U.S. mutual fund industry, targeting institutional investors, retirement plans, registered investment advisers, and individual investors seeking growth-oriented equity exposure. The fund, launched on September 12, 2003, is domiciled in the United States and available for sale primarily in the U.S. market. It forms part of the broader suite of products managed by Loomis, Sayles & Company, L.P., an independently operated investment advisory firm and affiliate of Natixis Investment Managers, which provides a range of equity and fixed-income strategies across traditional and alternative asset classes.
Loomis, Sayles & Company, L.P., founded in 1926 and headquartered at One Financial Center in Boston, Massachusetts, manages the fund and maintains global operations with offices in the United States (including California, Illinois, Michigan, and Minnesota), the United Kingdom, Singapore, and the Netherlands. The firm oversees approximately USD 359 billion in assets, serving institutional and mutual fund clients worldwide through composites, collective investment trusts, and other vehicles.
In recent developments, the related Loomis Sayles Growth Fund (LSGRX) reopened to all investors in April 2023 after a prior closure to manage capacity, reflecting improved cash flow and market conditions. In September 2024, Loomis Sayles expanded its partnership with iA Clarington Investments Inc. in Canada, enhancing fixed-income offerings and underscoring its global reach. Further, in November 2025, Loomis Sayles transitioned its Global Emerging Market Equities team to FIM Partners, allowing strategic focus on core competencies amid strong performance. The firm also selected ICE Climate solutions in October 2025 to integrate climate risk analytics across its global fixed income and equity portfolios, and reopened its Small Cap Growth strategy across institutional channels in May 2025.