AUM $626.0MER 0.67%NAV $44.11Holdings 10Inception Jun 2023
Price Chart
Key Statistics
Previous Close
$40.83Day Range
$40.76$41.18
52-Week Range
$37.84$46.22
Avg Volume
74.4KDividend Yield
0.05%Expense Ratio
0.67%AUM
$626.0MShares Outstanding
15.9METF Grades
?ETF Grades compare this fund against others in the same category using percentile rankings across six factors. Grades range from A+ (top 5%) to F (bottom 20%). Updated daily.Sector Breakdown
| Sector | Weight % |
|---|---|
| Technology | 32.06% |
| Communication Services | 26.79% |
| Consumer Cyclical | 16.86% |
| Healthcare | 9.75% |
| Financial Services | 5.39% |
| Consumer Defensive | 4.94% |
| Industrials | 4.21% |
Country Allocation
| Country | Weight % |
|---|---|
| United States | 99.36% |
| Other | 0.64% |
Fund Information
- Issuer
- Natixis
- Category
- Technology
- Inception Date
- Jun 28, 2023
- Exchange
- NYSE_ARCA
- Description
- To access an experienced growth manager who seeks to maximize risk-adjusted returns. To pursue a traditional strategy of sustainable growth, supported by deep fundamental research capabilities. As an active US large-cap growth stock fund. Investment strategy focuses on high-quality businesses with sustainable competitive advantages.
Similar ETFs
The Natixis Loomis Sayles Focused Growth ETF (LSGR) is an exchange-traded fund issued by Natixis that launched on Jun 28, 2023. It currently manages $626.0M in assets under management. The fund charges an expense ratio of 0.67%. The fund holds 10 securities in its portfolio. It falls under the Technology category.
Top 10 holdings represent 76.7% of the fund
| Rank | Symbol | Name | Weight % | Shares | Market Value |
|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP COMMON STOCK USD.001 | 18.89% | 736,550 | $153.8M |
| 2 | GOOGL | ALPHABET INC CL A COMMON STOCK USD.001 | 11.85% | 303,674 | $96.5M |
| 3 | META | META PLATFORMS INC CLASS A COMMON STOCK USD.000006 | 8.32% | 111,809 | $67.8M |
| 4 | AMZN | AMAZON.COM INC COMMON STOCK USD.01 | 7.87% | 274,285 | $64.1M |
| 5 | TSLA | TESLA INC COMMON STOCK USD.001 | 6.10% | 155,248 | $49.6M |
| 6 | MNST | MONSTER BEVERAGE CORP COMMON STOCK USD.005 | 5.68% | 494,483 | $46.3M |
| 7 | MSFT | MICROSOFT CORP COMMON STOCK USD.00000625 | 4.98% | 106,172 | $40.5M |
| 8 | VRTX | VERTEX PHARMACEUTICALS INC COMMON STOCK USD.01 | 4.71% | 80,982 | $38.3M |
| 9 | V | VISA INC CLASS A SHARES COMMON STOCK USD.0001 | 4.30% | 99,495 | $35.0M |
| 10 | BA | BOEING CO/THE COMMON STOCK USD5.0 | 3.99% | 155,071 | $32.4M |
| 11 | NFLX | NETFLIX INC COMMON STOCK USD.001 | 3.68% | 435,437 | $30.0M |
| 12 | ADSK | AUTODESK INC COMMON STOCK USD.01 | 3.35% | 132,930 | $27.3M |
| 13 | ORCL | ORACLE CORP COMMON STOCK USD.01 | 2.99% | 202,854 | $24.4M |
| 14 | CRM | SALESFORCE INC COMMON STOCK USD.001 | 2.15% | 111,447 | $17.5M |
| 15 | DIS | WALT DISNEY CO/THE COMMON STOCK USD.01 | 2.05% | 180,031 | $16.7M |
Detailed Returns
| Period | Return | ETF |
|---|---|---|
| 1D | -0.10% | |
| 1W | -4.04% | |
| 1M | -2.93% | |
| 3M | -6.87% | |
| 6M | -8.70% | |
| YTD | -8.13% | |
| 1Y | -4.98% | |
| 3Y | +54.97% | |
| 5Y | +63.35% |
Moving Averages
20-Day MA
$42.65
Below 20-Day MA50-Day MA
$43.54
Below 50-Day MA200-Day MA
$43.38
Below 200-Day MAPrice with Moving Averages
Support & Resistance
52-Week High
$46.22
Current Price
$40.79
52-Week Low
$37.84
$37.84$46.22
Current Yield
0.05%
Annual Dividend
$0.0585
Frequency
0x/year
Last Ex-Date
Apr 8, 2025
Dividend History
| Ex-Date | Amount | Pay Date |
|---|---|---|
| Apr 8, 2025 | $0.0203 | Apr 9, 2025 |
| Dec 20, 2024 | $0.0297 | Dec 23, 2024 |
| Dec 22, 2023 | $0.0085 | Dec 27, 2023 |
Dividend Payments Over Time
Category Comparison
| Metric | LSGR | Technology(1511 ETFs) | Large Cap(419 ETFs) |
|---|---|---|---|
| Fund Info | |||
| Expense Ratio | 0.67% | 0.61% | 0.57% |
| AUM | $626.0M | $7.93B | $9.27B |
| Dividend Yield | 0.05% | 2.99% | 1.85% |
| Avg Volume | 74.4K | 657.0K | 459.9K |
| Holdings | 10 | 226 | 157 |
| Performance | |||
| 1-Month Return | -0.92% | -1.81% | -0.12% |
| 6-Month Return | -0.27% | +11.69% | +8.35% |
| YTD Return | -8.80% | +9.60% | +6.67% |
| 1-Year Return | -7.31% | +12.13% | +8.32% |
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