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Fund Intelligence | Best Managers | LGRRX Insights | LGRRX Score | LGRRX Performance | LGRRX Manager | LGRRX News | LGRRX Allocation | LGRRX Holdings Change

Mutual Fund Insights: Loomis Sayles Growth A Fund (LGRRX)

In-depth Analysis of Loomis Sayles Growth A Fund (LGRRX)

Mutual fund chart: Loomis Sayles Growth A Fund (LGRRX)

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See Loomis Sayles Growth A Fund (LGRRX) performance details as of January 31, 2010

  

    Last Trade: $5.11 on 3/18/2010, Change: -0.01 (-0.2%)
Experiment our closing price forecasting tool for Loomis Sayles Growth A Fund (LGRRX) (alpha release)

  

Fund Manager - Mark B. Baribeau

Fund Manager Tenure: 10.9 years   [Similar Funds: LGRBX  LGRCX ]
Fundmojo Fund Grade: E (Score: 0.37)     (What does this score mean?)
Mark Baribeau, CFA: began investment career in 1985; joined Loomis Sayles in 1989; has managed the Fund since inception; BA, University of Vermont; MA, University of Maryland.  Get more insights on Mark B. Baribeau

  

What we like about Loomis Sayles Growth A Fund (LGRRX) What we like about Loomis Sayles Growth A Fund (LGRRX)

Data for Loomis Sayles Growth A Fund (LGRRX) as of January 31, 2010

  • Loomis Sayles Growth A Fund (LGRRX) management has been with Loomis Sayles Growth A Fund for 10.9 years
  • Loomis Sayles Growth A Fund (LGRRX) has a lower management fee than its Large Growth average: 1.22% vs 1.33%

  

What we are cautious about Loomis Sayles Growth A Fund (LGRRX) What we are cautious about Loomis Sayles Growth A Fund (LGRRX)

Data for Loomis Sayles Growth A Fund (LGRRX) as of January 31, 2010

  • Loomis Sayles Growth A Fund is a focused fund with 36.64% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Loomis Sayles Growth A Fund (LGRRX) has a less-than-ideal short-term performance (1-year return 26.76% vs 35.76% Large Growth category average)
  • Loomis Sayles Growth A Fund (LGRRX) has a less-than-ideal mid-term performance (3-year return -10.61% vs -5.20% Large Growth category average)
  • Loomis Sayles Growth A Fund (LGRRX) has a less-than-ideal Long-term performance (5-year return -3.83% vs 0.87% Large Growth category average)
  • Loomis Sayles Growth A Fund (LGRRX) ratio of up-years vs down years can be improved
  • Loomis Sayles Growth A Fund (LGRRX) has a Morningstar rating of 3 and below
  • Loomis Sayles Growth A Fund (LGRRX) is less safe compared to its Large Growth peers
  • Loomis Sayles Growth A Fund (LGRRX) has an annual stock turnover rate of 191.00% that is higher than the Large Growth average of 109.93%. This could mean Loomis Sayles Growth A is more nimble, but also signal potential high tax impact and high trading fees
  • Loomis Sayles Growth A Fund (LGRRX) does not have a good risk adjusted return as its 3-year Alpha of -3.01 is worse than category average of 2.46, and its 3-year Sharpe ratio is -0.46
  • Loomis Sayles Growth A Fund (LGRRX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.71 that is higher than category average of 21.28
  • Loomis Sayles Growth A Fund (LGRRX) carries a 5.75% load
See Loomis Sayles Growth A Fund (LGRRX) performance details as of January 31, 2010

  

  

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Loomis Sayles Growth A Fund (LGRRX) Net Asset

Track net asset change of Loomis Sayles Growth A fund (LGRRX)

DateNet Asset
01/2010$31.23M
11/2009$33.80M
10/2009$32.20M
More historic net asset information on Loomis Sayles Growth A Fund (LGRRX)

  

Loomis Sayles Growth A Fund (LGRRX) Portfolio Allocation

Track portfolio allocation change of Loomis Sayles Growth A fund (LGRRX)

DateCashStockBondOther
11/20090.23%99.77%0%0%
09/20090.61%99.39%0%0%
08/20090%100%0%0%
Click here to see more historic asset allocation information on Loomis Sayles Growth A Fund (LGRRX)

  

Most Recent Top 10 Holdings in Loomis Sayles Growth A Fund (LGRRX)

Discover what Loomis Sayles Growth A Fund (LGRRX) manager is buying

30-Nov-09
Amazon.com, Inc. [4.86%]
Google Inc. [4.86%]
Apple Inc. [4.77%]
priceline.com Incorporated [3.9%]
Cisco Systems, Inc. [3.63%]
VISA INC. [3.22%]
FRANKLIN RES INC [3.16%]
SOUTHWESTERN ENERGY [3.04%]
Broadcom Corporation [2.65%]
eBay Inc. [2.55%]

30-Sep-09
Apple Inc. [4.88%]
Google Inc. [4.53%]
QUALCOMM Incorporated [3.85%]
INTL BUSINESS MACH [3.67%]
GOLDMAN SACHS GRP [3.26%]
priceline.com Incorporated [3.17%]
FRANKLIN RES INC [3.08%]
Oracle Corporation [3.03%]
Amazon.com, Inc. [3.01%]
Broadcom Corporation [2.93%]

31-Aug-09
Apple Inc. [4.84%]
Google Inc. [4.44%]
QUALCOMM Incorporated [4.18%]
Oracle Corporation [4.1%]
INTL BUSINESS MACH [3.81%]
Amazon.com, Inc. [3.66%]
priceline.com Incorporated [3.09%]
GOLDMAN SACHS GRP [3.07%]
FRANKLIN RES INC [3.01%]
Broadcom Corporation [2.85%]
Click here for Stock Holding Change Map in Loomis Sayles Growth A Fund (LGRRX)

  

Related books and products to Loomis Sayles Growth A Fund (LGRRX)

  

Latest News on Loomis Sayles Growth A (LGRRX)

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