LSGR - ETF AI Analysis
Top Page
Natixis Loomis Sayles Focused Growth ETF (LSGR)
Rating:75Outperform
Price Target:―
Positive Factors
Leading Growth Companies
The fund’s largest positions include well-known growth leaders in technology and online services, which have generally shown strong or steady performance and can drive long-term gains.
Sector Diversification Within Growth
Holdings spread across technology, communication services, consumer companies, health care, financials, and industrials help reduce the impact if one growth sector runs into trouble.
Meaningful Fund Size
The ETF has built a sizable asset base, which can support trading liquidity and make it easier for investors to get in and out of the fund.
Negative Factors
High Stock Concentration
A small group of companies, especially in technology and communication services, makes up a large share of the portfolio, increasing the impact if any one of them stumbles.
Recent Weak Overall Performance
The fund’s returns over the year to date and recent three-month period have been weak, showing that its focused growth approach can be sensitive to market pullbacks.
Higher Expense Ratio
The fund’s fee is on the higher side for an ETF, which means more of the investment return is used to cover costs instead of staying in investors’ pockets.
LSGR vs. SPDR S&P 500 ETF (SPY)
AUM831.89M
RegionNorth America
Expense Ratio0.59%
Beta1.28
IssuerNatixis
Inception DateJun 29, 2023
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume56,807
30 Day Avg. Volume67,293
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
53.95Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering21
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LSGR Summary
Natixis Loomis Sayles Focused Growth ETF (LSGR) is an actively managed fund that invests in fast-growing U.S. companies across the total stock market, with a strong tilt toward technology and communication services. It does not track a set index, but instead follows a growth theme, picking firms the managers believe can expand quickly over time. Top holdings include well-known names like Nvidia, Alphabet (Google), Amazon, and Microsoft. Someone might invest in LSGR for long-term growth and exposure to leading innovative companies. A key risk is that it’s heavily concentrated in tech and growth stocks, so its price can swing sharply up or down.
How much will it cost me?The Natixis Loomis Sayles Focused Growth ETF (LSGR) has an expense ratio of 0.59%, which means you’ll pay $5.90 per year for every $1,000 invested. This expense ratio is higher than average because the fund is actively managed, meaning professional managers select and adjust the investments to focus on growth opportunities.
What would affect this ETF?The Natixis Loomis Sayles Focused Growth ETF (LSGR) could benefit from continued innovation and strong demand in the technology and communication services sectors, which make up a significant portion of its holdings. However, it may face challenges if interest rates rise, as growth stocks often perform poorly in such environments, or if economic conditions weaken, impacting consumer spending and cyclical sectors. Regulatory changes affecting major companies like Nvidia, Meta, or Tesla could also influence the ETF's performance.
LSGR Top 10 Holdings
LSGR is leaning heavily on Big Tech and AI, with Nvidia as the main engine of growth, still rising on the back of data-center and AI momentum. Alphabet and Amazon, while long-term winners, have been more mixed lately, losing a bit of steam and tempering the fund’s tech-driven story. Meta and Microsoft are also in the spotlight, but their recent performance has been choppy, adding some volatility. Tesla is clearly dragging the fund, while Monster Beverage and Visa provide steadier, consumer-focused support. Overall, it’s a U.S.-centric, growth-heavy portfolio with a strong tech and communication tilt.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 17.28% | $143.87M | $4.86T | 15.56% | 76 Outperform | |
| Alphabet Class A | 12.19% | $101.48M | $4.36T | 88.30% | 85 Outperform | |
| Amazon | 7.77% | $64.69M | $2.92T | 26.46% | 71 Outperform | |
| Meta Platforms | 7.25% | $60.36M | $1.42T | -25.77% | 76 Outperform | |
| Monster Beverage | 5.81% | $48.36M | $94.26B | 63.30% | 80 Outperform | |
| Tesla | 5.77% | $48.02M | $1.23T | 2.84% | 73 Outperform | |
| Microsoft | 5.76% | $47.97M | $3.45T | -11.33% | 79 Outperform | |
| Vertex Pharmaceuticals | 4.69% | $39.07M | $121.09B | 3.24% | 78 Outperform | |
| Visa | 4.38% | $36.50M | $651.42B | 7.89% | 70 Outperform | |
| Boeing | 4.12% | $34.31M | $170.83B | -2.60% | 54 Neutral |
LSGR Technical Analysis
Positive
―
Price Trends
43.16
Negative
42.75
Positive
43.31
Negative
Market Momentum
-0.37
Negative
53.53
Neutral
58.10
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LSGR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 42.52, equal to the 50-day MA of 43.16, and equal to the 200-day MA of 43.31, indicating a neutral trend. The MACD of -0.37 indicates Negative momentum. The RSI at 53.53 is Neutral, neither overbought nor oversold. The STOCH value of 58.10 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LSGR.
LSGR Peer Comparison
Comparison Results
Performance Comparison
LSGR
Natixis Loomis Sayles Focused Growth ETF
42.84
0.07
0.16%
GQGU
GQG US Equity ETF
―
―
―
BASG
Brown Advisory Sustainable Growth ETF
―
―
―
FDG
American Century Focused Dynamic Growth ETF
―
―
―
GSGO
Goldman Sachs Growth Opportunities ETF
―
―
―
GQQQ
Astoria US Quality Growth Kings ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents