AUM $626.0MER 0.67%NAV $44.37Holdings 10Inception Jun 2023
Price Chart
Key Statistics
Previous Close
$44.98Day Range
$44.64$45.01
52-Week Range
$37.84$46.22
Avg Volume
54.9KDividend 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 | 33.87% |
| Communication Services | 25.49% |
| Consumer Cyclical | 15.51% |
| Healthcare | 9.53% |
| Consumer Defensive | 5.84% |
| Financial Services | 5.62% |
| Industrials | 4.14% |
Country Allocation
| Country | Weight % |
|---|---|
| United States | 99.58% |
| Other | 0.42% |
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 74.5% of the fund
| Rank | Symbol | Name | Weight % | Shares | Market Value |
|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP COMMON STOCK USD.001 | 17.88% | 748,727 | $162.9M |
| 2 | GOOGL | ALPHABET INC CL A COMMON STOCK USD.001 | 11.68% | 308,690 | $106.4M |
| 3 | AMZN | AMAZON.COM INC COMMON STOCK USD.01 | 8.14% | 278,806 | $74.1M |
| 4 | META | META PLATFORMS INC CLASS A COMMON STOCK USD.000006 | 6.81% | 113,657 | $62.1M |
| 5 | TSLA | TESLA INC COMMON STOCK USD.001 | 6.08% | 157,822 | $55.4M |
| 6 | MSFT | MICROSOFT CORP COMMON STOCK USD.00000625 | 5.73% | 107,921 | $52.2M |
| 7 | MNST | MONSTER BEVERAGE CORP COMMON STOCK USD.005 | 5.23% | 1,005,334 | $47.7M |
| 8 | VRTX | VERTEX PHARMACEUTICALS INC COMMON STOCK USD.01 | 4.99% | 82,335 | $45.5M |
| 9 | V | VISA INC CLASS A SHARES COMMON STOCK USD.0001 | 4.06% | 101,145 | $37.0M |
| 10 | NFLX | NETFLIX INC COMMON STOCK USD.001 | 3.90% | 442,631 | $35.5M |
| 11 | BA | BOEING CO/THE COMMON STOCK USD5.0 | 3.85% | 157,645 | $35.0M |
| 12 | ADSK | AUTODESK INC COMMON STOCK USD.01 | 3.73% | 135,141 | $34.0M |
| 13 | ORCL | ORACLE CORP COMMON STOCK USD.01 | 3.26% | 206,220 | $29.7M |
| 14 | CRM | SALESFORCE INC COMMON STOCK USD.001 | 2.56% | 113,295 | $23.3M |
| 15 | REGN | REGENERON PHARMACEUTICALS COMMON STOCK USD.001 | 2.24% | 24,295 | $20.4M |
Detailed Returns
| Period | Return | ETF |
|---|---|---|
| 1D | -0.73% | |
| 1W | +0.65% | |
| 1M | +9.00% | |
| 3M | -2.15% | |
| 6M | +6.64% | |
| YTD | +0.50% | |
| 1Y | +4.25% | |
| 3Y | +74.48% | |
| 5Y | +78.67% |
Moving Averages
20-Day MA
$44.34
Above 20-Day MA50-Day MA
$43.23
Above 50-Day MA200-Day MA
$43.29
Above 200-Day MAPrice with Moving Averages
Support & Resistance
52-Week High
$46.22
Current Price
$44.65
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(1499 ETFs) | Large Cap(419 ETFs) |
|---|---|---|---|
| Fund Info | |||
| Expense Ratio | 0.67% | 0.60% | 0.56% |
| AUM | $626.0M | $7.66B | $9.53B |
| Dividend Yield | 0.05% | 3.03% | 1.85% |
| Avg Volume | 54.9K | 588.2K | 396.2K |
| Holdings | 10 | 215 | 159 |
| Performance | |||
| 1-Month Return | +5.00% | +4.68% | +2.70% |
| 6-Month Return | +10.16% | +12.96% | +9.53% |
| YTD Return | +0.49% | +13.86% | +10.39% |
| 1-Year Return | +0.87% | +12.60% | +10.23% |
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