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LSGR - ETF AI Analysis
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Natixis Loomis Sayles Focused Growth ETF (LSGR)
Rating:75Outperform
Price Target:―
Positive Factors
Well-Known Growth Leaders
The ETF holds many large, widely recognized growth companies, which can benefit if major technology and internet-related stocks continue to do well over time.
Focused Growth Strategy
With a concentrated mix of technology, communication services, and consumer cyclical stocks, the fund is positioned to benefit if growth-oriented sectors rebound.
Meaningful Fund Size
The ETF manages a sizable pool of assets, which can support trading liquidity and help keep the fund operating efficiently.
Negative Factors
Recent Weak Performance
The fund has shown negative returns over the past month, three months, and year to date, signaling recent struggles for its strategy.
High Concentration in a Few Stocks
A small number of large positions, especially in big technology and communication names, means the fund’s results are heavily tied to how those specific companies perform.
Higher Expense Ratio
The fund’s fee is on the higher side for an ETF, which can gradually reduce investors’ net returns compared with lower-cost options.
LSGR vs. SPDR S&P 500 ETF (SPY)
AUM635.25M
RegionNorth America
Expense Ratio0.59%
Beta1.27
IssuerNatixis
Inception DateJun 29, 2023
Dividend Yield0.05%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume111,375
30 Day Avg. Volume62,258
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
54.57Price 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 doesn’t track a set index, but instead picks individual growth stocks. Top holdings include well-known names like Nvidia, Alphabet (Google), Amazon, and Microsoft. Someone might invest in LSGR if they want long-term growth and exposure to leading innovative companies in one fund. A key risk is that it’s heavily focused on growth and tech-related 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 essentially riding the Big Tech and AI wave, with Nvidia and Alphabet in the driver’s seat as rising standouts helping to power returns. Amazon has been a steadier contributor, adding quiet support rather than fireworks. On the flip side, Meta, Tesla, Microsoft, Netflix, and Oracle have been losing steam lately, acting as a drag just when the fund leans heavily on tech and communication services. With all its top names based in the U.S., this ETF is a concentrated bet on American growth giants, especially in technology and digital platforms.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 16.89% | $107.14M | $4.51T | 42.28% | 76 Outperform | |
| Alphabet Class A | 11.65% | $73.89M | $3.91T | 73.93% | 85 Outperform | |
| Meta Platforms | 9.14% | $57.99M | $1.67T | -5.60% | 76 Outperform | |
| Tesla | 7.82% | $49.60M | $1.54T | 18.99% | 73 Outperform | |
| Amazon | 6.91% | $43.84M | $2.25T | -10.47% | 71 Outperform | |
| Monster Beverage | 4.88% | $30.94M | $80.64B | 69.21% | 80 Outperform | |
| Vertex Pharmaceuticals | 4.51% | $28.60M | $121.26B | 0.19% | 78 Outperform | |
| Boeing | 4.50% | $28.53M | $190.86B | 35.54% | 54 Neutral | |
| Microsoft | 4.39% | $27.86M | $2.98T | 0.33% | 79 Outperform | |
| Netflix | 4.09% | $25.91M | $347.06B | -20.72% | 73 Outperform |
LSGR Technical Analysis
Neutral
―
Price Trends
44.29
Negative
44.37
Negative
42.62
Positive
Market Momentum
-0.56
Positive
38.45
Neutral
19.22
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LSGR, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 43.85, equal to the 50-day MA of 44.29, and equal to the 200-day MA of 42.62, indicating a neutral trend. The MACD of -0.56 indicates Positive momentum. The RSI at 38.45 is Neutral, neither overbought nor oversold. The STOCH value of 19.22 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for LSGR.
LSGR Peer Comparison
Comparison Results
Performance Comparison
LSGR
Natixis Loomis Sayles Focused Growth ETF
42.62
2.95
7.44%
BASG
Brown Advisory Sustainable Growth ETF
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GQGU
GQG US Equity ETF
―
―
―
FDG
American Century Focused Dynamic Growth ETF
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―
―
GSGO
Goldman Sachs Growth Opportunities ETF
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―
―
BAMG
Brookstone Growth Stock ETF
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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.
Disclaimer
This 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: ―
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