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Loomis Sayles Funds - Growth Fund Class Y (trust Ii): (MF: LSGRX)

(NASDAQ Mutual Funds) As of Aug 2, 2024 08:00 PM ET

$25.85 USD

-0.69 (-2.60%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2024

Total Return %* Percentile Rank Objective
YTD 17.04 20
3 months 4.13 25
6 months 17.04 20
1 Year 28.58 19
3 Year 10.23 9
5 Year 16.71 9
10 Year 15.51 3

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 108.00
Bear Market (10/07 - 2/09) -54.74
Bull Market (2/09 - 3/21) 1,110.88

Load Adjusted Returns as of Jun 30, 2024

1 Year 28.58
5 Year 16.70
10 Year 15.51
Since Inception 9.78

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 12.39 4.13 NA NA
2023 21.43 13.50 -3.69 14.07
2022 -7.78 -22.79 -4.28 6.18
2021 2.93 10.36 -2.13 6.70
2020 -11.39 23.87 10.58 8.57
2019 15.94 5.18 -1.54 9.68

Annual Return

20242023202220212020201920182017201620152014
% Total Return 17.0451.42-27.6418.6431.7831.69-2.5232.565.8710.0111.27
% Total Return Rel to Index 1.7425.17-9.43-10.0313.380.201.8610.76-6.068.62-2.37
% Total Return Rel to Peer 6.3828.42-7.94-3.4111.863.274.3311.88-1.9411.613.06
% Perf Quintile vs Peer* 0.001.004.004.002.002.002.001.004.001.002.00
% Dividends 0.000.000.000.000.030.090.090.080.060.060.07
% Yield 0.000.000.000.000.130.480.610.500.540.520.66
Capital Gains ($) 0.001.402.681.240.990.400.730.290.110.000.00
Expense Ratio 0.660.670.650.640.650.660.650.660.660.670.69

* 1 = Top 20%, 5 = Bottom 20%