Loomis Sayles Growth Fund Quote
| LGRRX Fund | USD 27.55 0.23 0.83% |
Performance13 of 100
| Odds Of DistressLess than 19
|
Loomis Sayles is trading at 27.55 as of the 28th of November 2024; that is 0.83% down since the beginning of the trading day. The fund's open price was 27.78. Loomis Sayles has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Loomis Sayles Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of June 2024 and ending today, the 28th of November 2024. Click here to learn more.
Under normal market conditions, the fund will invest primarily in equity securities, including common stocks, convertible securities and warrants. It focuses on stocks of large capitalization companies, but the fund may invest in companies of any size. More on Loomis Sayles Growth
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Loomis Mutual Fund Highlights
| Fund Concentration | Natixis Funds, Large Growth Funds, Large Growth, Natixis Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Loomis Sayles Growth [LGRRX] is traded in USA and was established 28th of November 2024. Loomis Sayles is listed under Natixis Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Natixis Funds family. This fund now has accumulated 11.41 B in assets with no minimum investment requirementsLoomis Sayles Growth is currently producing year-to-date (YTD) return of 32.92%, while the total return for the last 3 years was 13.84%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Loomis Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Loomis Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Loomis Sayles Growth Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Loomis Sayles Growth Mutual Fund Constituents
| NVO | Novo Nordisk AS | Stock | Health Care | |
| EXPD | Expeditors International of | Stock | Industrials | |
| MSFT | Microsoft | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| RHHBY | Roche Holding Ltd | OTC Stock | Health Care | |
| REGN | Regeneron Pharmaceuticals | Stock | Health Care | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| PG | Procter Gamble | Stock | Consumer Staples |
Loomis Sayles Growth Risk Profiles
| Mean Deviation | 0.7519 | |||
| Semi Deviation | 0.8721 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.09 |
Loomis Sayles Against Markets
Other Information on Investing in Loomis Mutual Fund
Loomis Sayles financial ratios help investors to determine whether Loomis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Loomis with respect to the benefits of owning Loomis Sayles security.
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