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

(NASDAQ Mutual Funds) As of Jun 12, 2026 04:24 PM ET

$31.62 USD

0.00 (NA)

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

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.05 91
3 months 7.45 47
6 months 2.46 87
1 Year 15.11 76
3 Year 22.14 32
5 Year 13.16 17
10 Year 16.64 11

* 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) 1,514.12

Load Adjusted Returns as of May 31, 2026

1 Year 12.02
5 Year 11.49
10 Year 15.52
Since Inception 9.74

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -11.62 NA NA NA
2025 -9.33 18.58 6.63 0.23
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.0514.9134.3551.42-27.6418.6431.7831.69-2.5232.565.87
% Total Return Rel to Index -8.77-3.309.3325.17-9.43-10.0313.380.201.8610.76-6.06
% Total Return Rel to Peer -8.142.2014.9628.42-7.94-3.4111.863.274.3311.88-1.94
% Perf Quintile vs Peer* 5.003.001.001.004.004.002.002.002.001.004.00
% Dividends 0.000.000.000.000.000.000.030.090.090.080.06
% Yield 0.000.000.000.000.000.000.130.480.610.500.54
Capital Gains ($) 0.000.741.671.402.681.240.990.400.730.290.11
Expense Ratio 0.650.650.660.670.650.640.650.660.650.660.66

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