Education
About Us
Working with TipRanks
Follow Us
LSGR - ETF AI Analysis
Top Page
Natixis Loomis Sayles Focused Growth ETF (LSGR)
Rating:76Outperform
Price Target:
$51.00
Positive Factors
Strong Top Holdings
Several key positions, such as Nvidia, Alphabet, and Oracle, have delivered strong year-to-date gains, driving the ETF’s performance.
Sector Diversification
The ETF is spread across multiple sectors like Technology, Communication Services, and Consumer Cyclical, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The fund has shown solid year-to-date growth, indicating strong overall momentum.
Negative Factors
High Concentration in Top Holdings
The top 10 holdings make up a significant portion of the portfolio, increasing exposure to individual stock risks.
Limited Geographic Exposure
With nearly all assets focused on U.S. companies, the ETF lacks diversification across global markets.
Moderate Expense Ratio
The fund’s expense ratio is higher than many low-cost ETFs, which could eat into long-term returns.
LSGR vs. SPDR S&P 500 ETF (SPY)
AUM587.57M
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. Volume41,134
30 Day Avg. Volume46,155
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
53.81Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering22
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
LSGR Summary
The Natixis Loomis Sayles Focused Growth ETF (LSGR) is an investment fund that focuses on growth-oriented companies in the U.S. market. It includes well-known names like Nvidia and Meta Platforms, along with other innovative businesses in sectors like technology, communication services, and consumer goods. This ETF is designed for investors looking to grow their money over time by investing in companies with strong potential for expansion and market leadership. However, because it heavily invests in growth stocks, its value can fluctuate significantly with market conditions, making it more suitable for those comfortable with higher risk.
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
The Natixis Loomis Sayles Focused Growth ETF leans heavily into technology and communication services, with Nvidia and Alphabet leading the charge thanks to their strong performance in AI and cloud innovation. Tesla has also been a bright spot, riding a wave of optimism around its energy and autonomy initiatives. However, Meta and Amazon have been more mixed, with regulatory challenges and margin pressures weighing on their momentum. With a clear tilt toward U.S.-based growth giants, this fund is a bet on innovation but carries the risks of sector concentration and high valuations.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 16.22% | $93.09M | $4.84T | 30.26% | 85 Outperform | |
| Alphabet Class A | 9.72% | $55.74M | $3.50T | 60.40% | 80 Outperform | |
| Meta Platforms | 8.14% | $46.70M | $1.59T | 7.23% | 71 Outperform | |
| Amazon | 7.85% | $45.05M | $2.66T | 19.24% | 76 Outperform | |
| Tesla | 7.81% | $44.79M | $1.48T | 33.83% | 73 Outperform | |
| Oracle | 5.56% | $31.92M | $686.56B | 24.56% | 64 Neutral | |
| Netflix | 5.36% | $30.74M | $474.61B | 38.67% | 69 Neutral | |
| Microsoft | 5.12% | $29.36M | $3.76T | 20.25% | 82 Outperform | |
| Monster Beverage | 4.09% | $23.46M | $68.42B | 28.36% | 80 Outperform | |
| Autodesk | 3.97% | $22.77M | $63.63B | -2.54% | 73 Outperform |
LSGR Technical Analysis
Positive
―
Price Trends
44.51
Positive
43.41
Positive
40.36
Positive
Market Momentum
0.11
Positive
51.78
Neutral
47.36
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 44.96, equal to the 50-day MA of 44.51, and equal to the 200-day MA of 40.36, indicating a bullish trend. The MACD of 0.11 indicates Positive momentum. The RSI at 51.78 is Neutral, neither overbought nor oversold. The STOCH value of 47.36 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
45.00
6.08
15.62%
BASG
Brown Advisory Sustainable Growth ETF
―
―
―
FDG
American Century Focused Dynamic Growth ETF
―
―
―
BAMG
Brookstone Growth Stock ETF
―
―
―
TSEL
Touchstone Sands Capital US Select Growth 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.
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: ―
Table of Contents