Loomis Sayles Growth Fund
Shareclass
Loomis Sayles Growth N (LGRNX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Loomis Sayles Growth Fund
FUND COVERAGE
# of holdings36
% of assets98%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Novartis AG ADR1.1%$193.7M
- 2. Novo Nordisk AS ADR1.42%$250.35M
- 3. Autodesk Inc2.76%$485.74M
- 4. Vertex Pharmaceuticals Inc2.46%$433.81M
- 5. Microsoft Corp4.7%$828.74M
- 6. PayPal Holdings Inc0.7%$123.86M
- 7. Roche Holding AG ADR0.8%$141.76M
- 8. Yum Brands Inc0.88%$155.67M
- 9. Illumina Inc0.65%$113.68M
- 10. Starbucks Corp1.29%$227.55M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg3%$528.43M
- 2. SEI Investments Co1.15%$202.8M
- 3. Expeditors International of Washington Inc1.05%$184.49M
- 4. Monster Beverage Corp2.45%$432.46M
- 5. Qualcomm Inc1.11%$195.92M
- 6. Block Inc Class A0.88%$154.96M
- 7. The Walt Disney Co2.61%$459.56M
- 8. Oracle Corp5.84%$1.03B
- 9. Amazon.com Inc5.66%$996.65M
- 10. Nike Inc Class B0.82%$144.49M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Loomis Sayles Growth Fund
Totals
Holdings
Assets
Weight
Prisons
5
$3.05B
17%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$3.49B
20%
Borders high risk
0
$0
0%
Total
7
$3.65B
21%
Holdings — 7 flagged holdings
1.
Amazon.com Inc
:$996.65M
5.66%
2.
Microsoft Corp
:$828.74M
4.7%
3.
Alphabet Inc Class A
:$787.44M
4.47%
4.
Salesforce Inc
:$397.08M
2.25%
5.
Alphabet Inc Class C
:$281.69M
1.6%
6.
Thermo Fisher Scientific Inc
:$198.75M
1.13%
7.
Yum Brands Inc
$155.67M
0.88%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Loomis Sayles Growth Fund LGRNX
Environment
Social
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