Loomis Sayles Growth recently changed its parameters on individual position sizes. The move acknowledges the evolving makeup of the strategy’s S&P 500 prospectus benchmark—and the Russell 1000 Growth Index, the large-growth Morningstar Category benchmark—while keeping a reasonable cap on stocks’ portfolio weightings. Thus, the strategy’s High Process rating is unchanged.
Loomis Sayles Growth N LGRNX Fund Analysis
Morningstar’s Analysis LGRNX
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