Fund Evaluator:
Loomis Sayles Global Growth C (LSCGX)
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Best Performing in Global Large-Stock Growth Over the Last Year
| 28.7% | Fidelity Advisor Climate Action Z (FCLZX) |
| 28.6% | Fidelity Climate Action (FCAEX) |
| 27.7% | T. Rowe Price Global Stock (PRGSX) |
| 23.1% | Fidelity Advisor Worldwide Z (FIQOX) |
| 23.0% | Fidelity Worldwide (FWWFX) |
Fund Details
Loomis Sayles Global Growth C Overview
Loomis Sayles Global Growth C (LSCGX) is an actively managed International Equity Global Large-Stock Growth fund. Loomis Sayles Funds launched the fund in 2016.
The investment seeks long-term growth of capital. Under normal market conditions, the fund will invest primarily in equity securities, including common stocks and depositary receipts. The fund will invest in securities that provide exposure to no fewer than three countries, which will include the U.S.
About Loomis Sayles Global Growth C (LSCGX)
There are 1 members of the management team with an average tenure of 10.34 years: Aziz Hamzaogullari (2016). Management tenure is more important for actively managed funds than passive index funds.
The fund has 1 primary benchmark: MSCI ACWI NR USD index with a weighting of 100%. Loomis Sayles Global Growth C has 50 securities in its portfolio. The top 10 holdings constitute 55.0% of the fund’s assets. The fund meets the SEC requirement of being classified as a diversified fund. The fund is not considered to have an ESG focus with its investment selection and management.
Loomis Sayles Global Growth C is part of the Equity global asset class and is within the International Equity fund group. Loomis Sayles Global Growth C has 30.4% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 68.5%. There is 30.4% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Loomis Sayles Global Growth C has 1.1% of the portfolio in cash.
Assets Under Management
The fund has $710 million in total assets, which is below the $988 million average for the Global Large-Stock Growth category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
LSCGX Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Loomis Sayles Global Growth C expense ratio is high compared to funds in the Global Large-Stock Growth category. Loomis Sayles Global Growth C has an expense ratio of 1.95%, which is 75% higher than its category average, making the fund expense ratio grade a F. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. Loomis Sayles Global Growth C has a portfolio turnover rate of 12%, indicating that holds its assets around 0.1 years. By way of comparison, the average portfolio turnover is 47% for the Global Large-Stock Growth category.
Recently, in the month of July 2026, Loomis Sayles Global Growth C returned -0.6%, which earned it a grade of B, as the Global Large-Stock Growth category had an average return of -2.4%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all funds in that category.
Loomis Sayles Global Growth C has a trailing yield of 0.00%, which is below the 0.27% category average. The fund normally distributes its income annually and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
Loomis Sayles Global Growth C Grades
Year to date, the fund has returned -8.6%, 14.6 percentage points worse than the category, which translates into a grade of F. The fund has returned -5.5% over the past year (grade of F), 9.7% over the past three years (grade of F) and 4.3% per year over the past five years (grade of D) and 10.4% per year over the past 10 years (grade of F).
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LSCGX Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| LSCGX Return (NAV) | -0.6% | -3.5% | -5.5% | 9.7% | 4.3% | 10.4% |
| LSCGX Grade | B | F | F | F | D | F |
| +/- Category | 1.7% | -6.2% | -17.1% | -4.9% | -2.0% | -1.7% |
| Global Large-Stock Growth Avg | -2.4% | 2.8% | 11.6% | 14.6% | 6.2% | 12.1% |
| LSCGX Tax Cost Ratio | na | na | 0.1% | 0.0% | 0.7% | 0.9% |
LSCGX Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| LSCGX Return (NAV) | -8.6% | 16.4% | 21.3% | 34.8% | -26.7% | 4.8% | 34.0% | 29.2% | -7.6% | 30.7% | na |
| LSCGX Grade | F | C | B | A | C | F | B | D | D | C | na |
| +/- Category | -14.6% | 0.1% | 3.7% | 9.5% | 0.1% | -10.0% | 1.0% | -1.5% | -0.5% | -0.1% | na |
| Global Large-Stock Growth Avg | 6.0% | 16.3% | 17.6% | 25.4% | -26.8% | 14.8% | 33.0% | 30.7% | -7.1% | 30.9% | 1.5% |
| Risk Measures | |
| Standard Deviation: | 18.1% |
| Total Risk Index: | 1.48 - High |
| Category Risk Index: | 1.18 - High |
| Category Risk Grade: | F (88% Rank) |
| Beta: | 1.27 |
| R-Squared: | 78% |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Large-Cap Blend |
| Bond Investment Style: | na |
| Yield: | 0.0% |
| Dividend Distribution: | Annually |
| Cap Gains Distribution: | Annually |
| Total Assets: | $117 Mil |
| Fund Total Assets: | $ 1 Mil |
| Share Class Type: | C |
| Portfolio Turnover: | 12% |
Management Team
| Number of Managers: 1 | |||
| Longest Tenure: 10.3 years | |||
| Average Tenure: 10.3 years | |||
| Managers (Year): Hamzaogullari Aziz (2016) | |||
Portfolio Composition (as of 5/31/26)
| # of Holdings: | 50 |
| % in Top 10 Holdings: | 55.0% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 30.4% |
Portfolio Allocation |
|
| Domestic Stock: | 68.5% |
| Foreign Stock: | 30.4% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 1.1% |
Purchase Information
| Fund Family: | Loomis Sayles Funds |
| Phone Number: | 800-225-5478 |
| Website: | NGAM.natixis.com |
| Status: | Open |
| Inception Date: | March 31, 2016 |
| Min. Initial Purchase: | $2,500 |
| Min. Initial IRA Purchase: | $1,000 |
| True No-Load: | No |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 1.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | 1.00% |
Expenses and Fees | |
| Expense Ratio (%): | 1.95% ( Rating : High ) |
| Category Average Expense Ratio (%): | 1.12% |
| Share Class: | Loomis Sayles Global Growth Y |
| Min. Subsequent Purchase: | $ 50 |
| Min. Subsequent IRA Purchase: | $ 50 |
