• Loomis Sayles Global Growth

Natixis Funds

  • Global
  • Large-Cap
  • Growth

Loomis Sayles Global Growth

LSNGX

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests primarily in equity securities, including common stocks and depositary receipts.

The team favors companies with sustainable competitive advantages, above-average future cash flow growth, attractive cash flow returns on invested capital, and management teams focused on creating long-term value for shareholders.

In addition, More

Price

Last Close

$13.56 ( -1.45 )

52 Week HL

$21.06 - $13

Net Assets

$127.2 M

Expense Ratio

1.00 %

Sector Allocation

Mar 31, 2021

Top 10 Holdings

Mar 31, 2021

Company Name

  • Amazon.com, Inc.
  • MercadoLibre, Inc.
  • Deere & Co.
  • Boeing Co.
  • Alphabet, Inc.,

Holding

  • 6.32
  • 6.02
  • 5.39
  • 5.06
  • 4.65

Company Name

  • Facebook, Inc.,
  • Novartis AG,
  • Alibaba Group
  • Adyen NV
  • Visa, Inc.,
  • Total

Holding

  • 4.56
  • 4.28
  • 3.86
  • 3.86
  • 3.83
  • 47.83%

Manager

Name

Aziz V. Hamzaogullari

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Fact Sheet

Q4 2021

Q3 2021

Q2 2021

Annual Reports

Website

Link

Performance

YTD

-25.9 %

3 Year

-5.04%

5 Year

20.97%

Best

27.6%
2020

Worst

-25.86%
2022

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -7.8% 2.9% -14.5% 17.9% 0.2% - - - - - -
Q2 -18.9% 7.1% 26.3% 4.3% 4% 8.4% - - - - -
Q3 - 2.8% 10.7% -2.8% 4.4% 6.1% - - - - -
Q4 - -10.5% 6.7% 1.8% -12.4% 5.1% - - - - -

Returns +
Monthly

J F M A M J J A S O N D
2022 -6.3% -3.9% 2.4% -13.8% -6.8% - - - - - - -
2021 -0.3% 2.1% 1.1% 4.4% -0.1% 2.6% -0.9% 3.5% 0.2% -4.1% -3.2% -6.2%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
LSNGX -26%-1%28%23%-7%------
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -26%-30%12%-5%-0%------

LSNGX S&P 500

Chart +