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Loomis Sayles Global Growth N (LSNGX)

20.71 +0.21 (+1.02%)
As of 8:05 AM EST. Market Open.

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
10
Min Initial Investment, AIP
10
Min Subsequent Investment
1,000
Min Subsequent Investment, IRA
0.5
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Merrill Lynch
  • Raymond James
  • Raymond James WRAP Eligible
  • H Beck Inc.

Fund Summary

Under normal market conditions, the fund will invest primarily in equity securities, including common stocks and depositary receipts. It will invest in securities that provide exposure to no fewer than three countries, which will include the U.S. In addition, the fund will invest at least 40% of its assets in securities of companies that maintain their principal place of business or conduct their principal business activities outside the U.S., companies that have their securities traded on non-U.S. exchanges or companies that have been formed under the laws of non-U.S. countries.

Fund Overview

Category World Large-Stock Growth
Fund Family Loomis Sayles Funds
Net Assets 102.26M
YTD Return 17.41%
Yield 0.00%
Morningstar Rating
Inception Date Mar 31, 2016

Performance & Risk

YTD Return 19.74%
5y Average Return 12.78%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

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