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Loomis Sayles Growth Y LSGRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Natixis Investment Hub

Morningstar’s Analysis LSGRX

Will LSGRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSGRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LSGRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LSGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Loomis Sayles Growth’s New Position Size Limits Should Keep It Competitive; Ratings Unchanged

null Tony Thomas

Tony Thomas

Analyst Note

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.

by Tony Thomas
Published on

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