Summary
LSGR Chart
LSGR Vs. IWF: Which Is The Better Alpha Generator?
The Natixis Loomis Sayles Focused Growth ETF (LSGR) offers a concentrated portfolio of 22 equities, outperforming the S&P 500 and iShares Russell 1000 Growth ETF (IWF) since inception. Despite a higher ER of 0.59%, LSGR's focused strategy and low 4% turnover rate justify its higher cost compared to IWF's 0.19% ER. LSGR's reduced tech allocation and fundamentals-based stock selection provide stability and growth, backed by expert management from Aziz V. Hamzaogullari, CFA®.
Growth Strategies Expected to Broaden in 2025
Large cap growth funds and ETFs certainly performed well in 2024, and institutional investors remain confident that we'll see more growth in 2025. That was one of the big takeaways from the 2025 Natixis Institutional Outlook Survey.
Don't Let Market Highs Sway You From Equity Investing
Since the 2024 U.S. elections came to a close, many of Wall Street's major indexes have posted strong results. Along with bitcoin and Tesla stock, the broader equity market has continued to see compelling results.
Natixis Loomis Sayles Focused Growth ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 38 | $1,496.82 | $1,666.11 | $169.29 | 11.31% |
| JB Joel Blattner Avaii Wealth Management LLC | 6,075 | $255,105.06 | $266,267.25 | $11,162.19 | 4.38% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 8,754 | $370,045.56 | $382,068.33 | $12,022.77 | 3.25% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 8,971 | $399,576.54 | $393,692.33 | -$5,884.21 | -1.47% |
| SL Sarah Ludden Clifford Group LLC | 169,796 | $6.69M | $7.45M | $759,837.54 | 11.36% |
Natixis Loomis Sayles Focused Growth ETF (LSGR) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Natixis Loomis Sayles Focused Growth ETF ever had a stock split?
Natixis Loomis Sayles Focused Growth ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is designed to offer investors exposure to the broad U.S. stock market by investing primarily in exchange-traded U.S.-listed common stocks along with other exchange-traded equity securities. It aims to provide an investment option that encompasses a range of sectors and industries, reflecting the diverse landscape of the U.S. economy. Despite its wide-ranging investment approach, it is categorized as non-diversified, focusing on exchange-traded products (ETPs) to achieve its investment goals.
Products and Services
- Exchange-Traded U.S.-Listed Common Stocks
- Exchange-Traded Funds (ETFs)
- Exchange-Traded Notes (ETNs)
- Exchange-Traded Preferred Stocks
- Exchange-Traded Real Estate Investment Trusts (REITs)
This includes investments in publicly traded common stocks listed on U.S. exchanges. The focus on common stocks allows investors to participate directly in the ownership and potential growth of a variety of companies across different sectors.
ETFs are investment funds traded on stock exchanges, much like stocks. By investing in ETFs, the fund gains exposure to a basket of securities, allowing for diversification within its non-diversified structure. ETFs can include equities, bonds, commodities, or a mix, depending on the fund’s target.
ETNs are unsecured debt securities that combine aspects of bonds and ETFs. They are designed to provide returns that are linked to a market index or other benchmark. By investing in ETNs, the fund aims to access various markets and strategies with a single, exchange-traded product.
These are preferred shares that are traded on public exchanges. Investing in exchange-traded preferred stocks provides the fund with a potential for steady income through dividends, as well as priority over common stock in the event of a bankruptcy.
REITs are companies that own, and in most cases operate, income-producing real estate. Exchange-traded REITs offer the fund a way to invest in real estate through a liquid, stock-like instrument, providing diversification benefits and the potential for income through dividends.
