LSGR - ETF AI Analysis
Top Page
Natixis Loomis Sayles Focused Growth ETF (LSGR)
Rating:74Outperform
Price Target:―
Positive Factors
Leading Growth Companies at the Top
The fund’s largest positions include well-known growth leaders in technology and online services, which have generally shown strong or steady performance this year.
Focused Exposure to Growth Sectors
Heavy weighting in technology, communication services, and consumer cyclical stocks gives investors targeted exposure to areas that can benefit from innovation and consumer spending.
Meaningful Fund Size
With several hundred million dollars in assets, the ETF is large enough to offer reasonable trading liquidity for most everyday investors.
Negative Factors
High Stock Concentration
A small number of companies make up a large share of the portfolio, so the fund’s results depend heavily on how those few stocks perform.
Mixed Performance So Far This Year
The ETF’s year-to-date return is negative, reflecting that several top holdings have been weak and have dragged on overall results despite some strong names.
Higher Expense Ratio
The fund’s fee is on the higher side for an ETF, which means more of the return is used to cover costs instead of going to investors.
LSGR vs. SPDR S&P 500 ETF (SPY)
AUM910.65M
RegionNorth America
Expense Ratio0.59%
Beta1.26
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. Volume74,431
30 Day Avg. Volume139,835
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
56.12Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering21
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LSGR Summary
The Natixis Loomis Sayles Focused Growth ETF (LSGR) is an actively managed fund that looks for fast-growing companies across the U.S. stock market, rather than tracking a specific index. It leans heavily toward technology and communication services, with big positions in well-known names like Nvidia, Alphabet (Google), Amazon, and Microsoft. Investors might consider LSGR if they want long-term growth and are comfortable focusing on innovative, higher-growth businesses instead of a broad market mix. A key risk is that it’s heavily tilted toward tech and growth stocks, so its price can swing more than the overall market.
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 hard into U.S. mega-cap growth, with Nvidia and Alphabet in the driver’s seat as their AI-fueled rallies power much of the fund’s recent strength. Amazon has also been a helpful engine, even if its momentum has cooled a bit. On the flip side, Meta and Microsoft have been more of a speed bump lately, with choppy trading and cooling sentiment, while Netflix and Boeing add some extra volatility. Overall, this is a tech- and communication-heavy story, firmly anchored in U.S. growth names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 18.39% | $162.40M | $5.18T | 56.25% | 76 Outperform | |
| Alphabet Class A | 13.04% | $115.18M | $4.70T | 121.46% | 85 Outperform | |
| Amazon | 8.25% | $72.85M | $2.95T | 32.01% | 71 Outperform | |
| Meta Platforms | 7.62% | $67.29M | $1.61T | -2.31% | 76 Outperform | |
| Tesla | 7.62% | $67.28M | $1.66T | 25.78% | 73 Outperform | |
| Monster Beverage | 4.85% | $42.88M | $86.05B | 37.73% | 80 Outperform | |
| Oracle | 4.20% | $37.11M | $585.85B | 36.40% | 66 Neutral | |
| Microsoft | 4.19% | $36.99M | $3.17T | -2.20% | 79 Outperform | |
| Netflix | 4.12% | $36.37M | $363.64B | -28.74% | 73 Outperform | |
| Boeing | 4.07% | $35.97M | $180.35B | 11.49% | 54 Neutral |
LSGR Technical Analysis
Positive
―
Price Trends
42.89
Positive
42.86
Positive
43.51
Positive
Market Momentum
0.61
Positive
63.55
Neutral
65.26
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 45.10, equal to the 50-day MA of 42.89, and equal to the 200-day MA of 43.51, indicating a bullish trend. The MACD of 0.61 indicates Positive momentum. The RSI at 63.55 is Neutral, neither overbought nor oversold. The STOCH value of 65.26 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
45.71
6.35
16.13%
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