Loomis Sayles Growth Fund
Shareclass
Loomis Sayles Growth A (LGRRX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Loomis Sayles Growth Fund
FUND COVERAGE
# of holdings36
% of assets99%
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
26 / 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 ADR1.09%$199.25M
- 2. Novo Nordisk AS ADR1.36%$249.78M
- 3. Autodesk Inc2.72%$497.74M
- 4. Vertex Pharmaceuticals Inc2.41%$441.07M
- 5. Microsoft Corp4.69%$859.96M
- 6. PayPal Holdings Inc0.66%$120.12M
- 7. Roche Holding AG ADR0.81%$147.57M
- 8. Yum Brands Inc0.89%$163.44M
- 9. Illumina Inc0.6%$109.64M
- 10. Starbucks Corp1.21%$221.59M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg3.08%$564.24M
- 2. SEI Investments Co1.08%$197.87M
- 3. Expeditors International of Washington Inc1.04%$190.47M
- 4. Monster Beverage Corp2.58%$473.47M
- 5. Qualcomm Inc1.12%$205.85M
- 6. Block Inc Class A0.78%$142.74M
- 7. The Walt Disney Co2.46%$451.22M
- 8. Oracle Corp6.99%$1.28B
- 9. Amazon.com Inc4.95%$906.18M
- 10. Nike Inc Class B0.72%$132.19M
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
$3.15B
17%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$3.56B
19%
Borders high risk
0
$0
0%
Total
7
$3.72B
20%
Holdings — 7 flagged holdings
1.
Amazon.com Inc
:$906.18M
4.95%
2.
Alphabet Inc Class A
:$899.1M
4.91%
3.
Microsoft Corp
:$859.96M
4.69%
4.
Salesforce Inc
:$372.81M
2.03%
5.
Alphabet Inc Class C
:$321.3M
1.75%
6.
Thermo Fisher Scientific Inc
:$198.61M
1.08%
7.
Yum Brands Inc
$163.44M
0.89%
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 LGRRX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer