Loomis Sayles Growth Fund (LSGRX)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Institutional Trends (8 Quarters)

No trend data available for this metric.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals to build a valuation model.

Conviction-Weighted Ownership

Median weight: 0.02%Avg weight: 0.02%Max: 0.02%High conviction (>1%): 0

KELLEHER FINANCIAL ADVISORS

Financial Gravity Asset Management,

VSM Wealth Advisory,

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 3 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisUncrowded

Holders3of 5,944

Avg: 68

Uncrowded49th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.33x

22th percentile

1 buying3 selling

+1

New

-2

Closed

-1,390

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

KELLEHER FINANCIAL ADVISORS78.3%

Financial Gravity Asset Management,13.8%

VSM Wealth Advisory,7.9%

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Crowding AnalysisUncrowded

Holders3of 5,944

Avg: 68

Uncrowded49th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.33x

22th percentile

1 buying3 selling

+1

New

-2

Closed

-1,390

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

KELLEHER FINANCIAL ADVISORS78.3%

Financial Gravity Asset Management,13.8%

VSM Wealth Advisory,7.9%

Crowding AnalysisUncrowded

Holders3of 5,944

Avg: 68

Uncrowded49th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.33x

22th percentile

1 buying3 selling

+1

New

-2

Closed

-1,390

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

KELLEHER FINANCIAL ADVISORS78.3%

Financial Gravity Asset Management,13.8%

VSM Wealth Advisory,7.9%

Ownership Map

Top 3 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 3 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$16,570

LSGRX · +66%

$18,666

S&P 500 · +87%

−$2,096

behind the index

Total return (5Y)

+66%

S&P 500

+87%

vs. market

-21%

underperformed

Annualized

10.6%

mkt 13.3%

Volatility

22%

annualized

Beta

1.24

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

LSGRXS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

LSGRX (solid)S&P 500 (outline)Green = positive year, red = negative. Number = LSGRX's return.

Beat the market

2 / 6 yrs

33% win rate

Best year

+51%

2023

Worst year

-28%

2022

Worst drawdown

-32%

recovered in 5 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -32%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.