The Natixis Loomis Sayles Focused Growth ETF (LSGR) is an actively managed equity ETF with $0.63 billion in assets under management. Launched in 2023, LSGR aims to maximize risk-adjusted returns through a focused portfolio of high-quality, sustainable growth businesses. With an expense ratio of 0.67%, LSGR distinguishes itself by employing deep fundamental research to identify companies with sustainable competitive advantages, resulting in a concentrated portfolio of just 10 holdings.
The Natixis Loomis Sayles Focused Growth ETF (LSGR) is an actively managed equity ETF with $0.63 billion in assets under management. Launched in 2023, LSGR aims to maximize risk-adjusted returns through a focused portfolio of high-quality, sustainable growth businesses. With an expense ratio of 0.67%, LSGR distinguishes itself by employing deep fundamental research to identify companies with sustainable competitive advantages, resulting in a concentrated portfolio of just 10 holdings.
ETF Overview
To access an experienced growth manager who seeks to maximize risk-adjusted returns. To pursue a traditional strategy of sustainable growth, supported by deep fundamental research capabilities. As an active US large-cap growth stock fund. Investment strategy focuses on high-quality businesses with sustainable competitive advantages.
LSGR is an active US large-cap growth stock fund that seeks to identify and invest in high-quality businesses with sustainable competitive advantages. The fund employs a traditional strategy of sustainable growth, supported by deep fundamental research capabilities. This focused approach results in a concentrated portfolio of approximately 10 holdings. The fund's top holdings include NVIDIA Corp (16.04%), Alphabet Inc Class A (11.41%), and Meta Platforms Inc Class A (8.92%). Sector allocation is heavily weighted towards Technology (33.3%) and Communication Services (24.9%), with significant allocations to Consumer Cyclical (16.2%) and Healthcare (11.5%). This strategy is designed for investors seeking exposure to a select group of growth-oriented companies identified through rigorous fundamental analysis, differentiating it from passively managed growth ETFs that track broader market indices.
Risk Metrics
LSGR's concentrated portfolio of just 10 holdings introduces significant concentration risk, as the performance of a few key companies will heavily influence the fund's overall returns. The ETF's heavy allocation to the Technology (33.3%) and Communication Services (24.9%) sectors also exposes it to sector-specific risks. With a beta of 0.00 (3Y), LSGR has not demonstrated significant volatility relative to the broader market, but this may change as the fund matures. The expense ratio of 0.67% is higher than some passively managed ETFs, which can create an expense drag on returns, especially in periods of underperformance. Past performance does not guarantee future results.
The Natixis Loomis Sayles Focused Growth ETF (LSGR) is an actively managed equity ETF that aims to maximize risk-adjusted returns by investing in a concentrated portfolio of approximately 10 high-quality, sustainable growth businesses. Unlike passively managed ETFs that track a specific index, LSGR's investment decisions are based on deep fundamental research conducted by the fund's experienced growth manager. The fund focuses on companies with sustainable competitive advantages, primarily in the United States, with significant allocations to sectors like Technology and Communication Services. As an actively managed fund, LSGR does not track a specific index.
What is the expense ratio for LSGR?
The expense ratio for the Natixis Loomis Sayles Focused Growth ETF (LSGR) is 0.67%. This means that for every $10,000 invested in the fund, $67 is charged annually to cover operating expenses. While this is higher than some passively managed ETFs, it is important to consider that LSGR is an actively managed fund, where the higher expense ratio reflects the cost of the fund's research and stock selection process. The category average expense ratio for equity ETFs is approximately 0.44%.
What are the top holdings in LSGR?
The Natixis Loomis Sayles Focused Growth ETF (LSGR) maintains a concentrated portfolio, with its top holdings representing a significant portion of its assets. As of 2026-03-15, the top five holdings in LSGR are: NVIDIA Corp (16.04%), Alphabet Inc Class A (11.41%), Meta Platforms Inc Class A (8.92%), Tesla Inc (7.68%), and Amazon.com Inc (7.08%). These companies are all leaders in their respective industries and reflect the fund's focus on high-quality, sustainable growth businesses. The fund's concentrated approach means that the performance of these top holdings will have a significant impact on the fund's overall returns.
Is LSGR a good long-term investment?
Determining whether LSGR is a suitable long-term investment depends on an individual's investment goals, risk tolerance, and time horizon. LSGR's concentrated portfolio and active management strategy offer the potential for outperformance, but also introduce greater risk compared to more diversified, passively managed ETFs. The fund's expense ratio of 0.67% should be considered, as it can impact long-term returns. Investors should carefully evaluate LSGR's investment strategy, sector allocations, and historical performance in relation to their own investment objectives. Past performance does not guarantee future results.
How does LSGR compare to similar ETFs?
LSGR differentiates itself from similar ETFs through its active management, concentrated portfolio, and focus on sustainable growth businesses. Many similar ETFs are passively managed and track broad market indices, offering greater diversification but potentially lower alpha generation. LSGR's expense ratio of 0.67% is higher than many passively managed ETFs, but potentially competitive with other actively managed growth ETFs. With AUM of $0.63 billion, LSGR is smaller than some of the larger, more established growth ETFs, which may impact liquidity and trading costs. Investors should compare LSGR's performance, risk metrics, and investment strategy to those of other growth ETFs to determine which best aligns with their needs.
Does LSGR pay dividends?
According to the latest data, the Natixis Loomis Sayles Focused Growth ETF (LSGR) has a dividend yield of 0.00%. This indicates that the fund does not currently distribute dividends to its shareholders. The fund's focus on growth-oriented companies, which typically reinvest earnings to fuel further expansion rather than paying dividends, likely contributes to its low dividend yield. Investors seeking income-generating investments may want to consider other ETFs with higher dividend yields.