LSGRNatixis Loomis Sayles Focused Growth ETF
Seeks long-term growth of capital.
By Natixis Funds · Launched 2023
Annual Cost
0.59%
#3,222 of 6,040 · average
Fund Size
$921M
#1,227 of 6,040 · large
Return (1Y)
+1.0%
Track Record
3 years
#3,000 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,126+1.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 72.9% of fundconcentrated
NVIDIA Corp
16.5%
Alphabet Inc
11.0%
Meta Platforms Inc
8.2%
Tesla Inc
7.4%
Amazon.com Inc
7.3%
Netflix Inc
5.1%
Monster Beverage Corp
4.6%
Vertex Pharmaceuticals Inc
4.6%
Microsoft Corp
4.2%
Boeing Co/The
3.9%
Asset allocation
Stocks
99.6%
Cash
0.4%
By sector
Technology
35.7%
Communication
24.8%
Consumer Cyclical
15.8%
Healthcare
9.5%
Financial Services
5.5%
Consumer Defensive
5.1%
Industrials
3.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
18.3%Moderate
Year-on-year price swings
Max drawdown
-22.9%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.81Decent risk-adjusted returns
Sortino (3Y)
1.18Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Invests primarily in common stocks and other equity securities, focusing on large-cap companies with sustainable competitive advantages. Employs a growth style of equity management, targeting companies trading at a significant discount to intrinsic value.
- Inception date
- June 29, 2023
- Fund family
- Natixis Funds
Similar funds
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Data updated on 2026-09-18