ETFs & Funds
Home›ETFs & Funds›Fund Industry›Loomis Sayles Global Growth Fund highlights Arm as a Q…
Loomis Sayles Global Growth Fund highlights Arm as a Q2 contributor
The fund returned 6.4% in Q2 2026, trailing the MSCI ACWI index’s 14.9% gain.
Loomis Sayles Global Growth Fund cited Arm Holdings plc as a leading contributor in its Q2 2026 investor letter, saying the company remains a key name behind its results.
Yahoo Finance reports the fund returned 6.43% in the quarter, underperforming the MSCI ACWI Index’s 14.93% return.
By quarter end, the fund held an overweight in communication services, consumer discretionary, and healthcare, while keeping an underweight in information technology, financials, industrials, and consumer staples.
The letter also included market context for Arm Holdings, noting the stock closed at $243.32 on August 21, 2026, after a one-month decline of 8.64% and a 76.60% gain over the past 52 weeks, while citing Arm’s long-royalty licensing model for microprocessor technology.