Loomis Sayles Growth Fund
LSGRX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Loomis Sayles Funds II (Natixis) MA United States of America
- IPO Date
- May 13, 1991
- CIK
- 0000872649
- Website
- loomissayles.com
- Similar Companies
- Business
- Loomis Sayles Growth Fund (LSGRX) is an open-end mutual fund that seeks long-term growth of capital through a high-conviction, growth-oriented equity investment strategy managed by Loomis, Sayles & Company, L.P., an asset management firm founded in 1926 and headquartered at One Financial Center in Boston, Massachusetts. The fund primarily invests in equity securities, including common stocks, convertible securities, and warrants of large capitalization companies with sustainable competitive advantages, secular long-term cash flow growth, returns on invested capital exceeding their cost of capital, and the ability to manage for profitable growth; it maintains a concentrated portfolio of typically 30 to 40 high-quality stocks purchased at significant discounts to intrinsic value, benchmarked against the Russell 1000 Growth Index, with total assets under management of approximately $18.1 billion as of November 30, 2025. Class Y shares (ticker: LSGRX), with a net expense ratio of 0.66% and a minimum initial investment of $100,000, target institutional investors alongside other share classes such as Class N (LGRNX); the fund operates across U.S. and non-U.S. markets, with sector allocations emphasizing technology (around 33%), communication services, consumer cyclical, and healthcare, serving institutional clients, mutual fund investors, and intermediaries primarily in the United States. Loomis, Sayles & Company, L.P., an indirect subsidiary of Natixis Investment Managers, provides a broad range of fixed income and equity strategies across traditional and alternative investments, managing over $425 billion in assets for global clients in more than 20 countries. The Growth Fund exemplifies the firm's private equity-oriented approach, partnering with management teams of owner-operators to mitigate permanent capital loss while pursuing attractive risk-adjusted returns. Recent developments include the fund's reopening to new investors effective April 25, 2023, alongside its reaffirmation of a Gold Morningstar Medalist Rating as of January 23, 2025, reflecting strong process, people, and parent pillars; position size parameter adjustments to align with evolving benchmark compositions in the large-growth category. At the firm level, Loomis Sayles entered a strategic transition in November 2025, agreeing to transfer its Global Emerging Market Equities investment team to FIM Partners, and expanded its partnership with iA Clarington Investments in September 2024 for enhanced fixed-income solutions targeting Canadian investors. These moves support ongoing portfolio evolution, including low annual turnover of approximately 10% and active share exceeding 78% since manager tenure.