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

(NASDAQ Mutual Funds) As of Aug 8, 2025 08:00 PM ET

$32.53 USD

+0.28 (0.87%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

2-Buy 2

View All Zacks Mutual Fund Rank #1's

Zacks Mutual Funds Categories Large Cap Growth

Latest Performance as of Jun 30, 2025

	Total Return %*	Percentile Rank Objective
YTD	7.51	22
3 months	18.58	13
6 months	7.51	22
1 Year	23.41	6
3 Year	30.51	1
5 Year	17.66	6
10 Year	16.90	2

* 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)	1,394.37

Load Adjusted Returns as of Jun 30, 2025

1 Year	23.41
5 Year	17.65
10 Year	16.91
Since Inception	10.15

Quarterly Return

	1st Qtr.	2nd Qtr.	3rd Qtr.	4th Qtr.
2025	-9.33	18.58	NA	NA
2024	12.39	4.13	4.96	9.36
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

Chart for Loomis Sayles Funds - Growth Fund Class Y (trust Ii) LSGRX

Zacks Premium Research for LSGRX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2

MF Report

Annual Return

	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
% Total Return	7.51	34.35	51.42	-27.64	18.64	31.78	31.69	-2.52	32.56	5.87	10.01
% Total Return Rel to Index	1.30	9.33	25.17	-9.43	-10.03	13.38	0.20	1.86	10.76	-6.06	8.62
% Total Return Rel to Peer	2.36	14.96	28.42	-7.94	-3.41	11.86	3.27	4.33	11.88	-1.94	11.61
% Perf Quintile vs Peer*	0.00	0.00	1.00	4.00	4.00	2.00	2.00	2.00	1.00	4.00	1.00
% Dividends	0.00	0.00	0.00	0.00	0.00	0.03	0.09	0.09	0.08	0.06	0.06
% Yield	0.00	0.00	0.00	0.00	0.00	0.13	0.48	0.61	0.50	0.54	0.52
Capital Gains ($)	0.00	1.67	1.40	2.68	1.24	0.99	0.40	0.73	0.29	0.11	0.00
Expense Ratio	0.65	0.66	0.67	0.65	0.64	0.65	0.66	0.65	0.66	0.66	0.67

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