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Morningstar

Loomis Sayles Global Allocation C LGMCX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 22.88  /  −0.04 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    1.920%
  • Expense Ratio 1.920%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Global Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield —
  • Turnover 19%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis LGMCX

Will LGMCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LGMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LGMCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LGMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Seasoned leaders shrewdly navigate a global opportunity set in this flexible approach to a balanced fund offering.

Associate Director Emory Zink

Emory Zink

Associate Director

Summary

The compelling team behind Loomis Sayles Global Allocation executes a best-ideas portfolio through a combination of bottom-up fundamental security selection and collaborative relative-value discussions. The cheapest share classes earn a Morningstar Medalist Rating of Silver, and the most expensive share class is rated Bronze.

by Emory Zink
Rated on Published on

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Portfolio Holdings LGMCX

More LGMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

3.33 107.5 Mil
Consumer Cyclical

S&P Global Inc

3.11 100.5 Mil
Financial Services

2 Year Treasury Note Future June 24

2.75 88.9 Mil
Government

Mastercard Inc Class A

2.71 87.6 Mil
Financial Services

Linde PLC

2.69 87.0 Mil
Basic Materials

Alphabet Inc Class A

2.58 83.4 Mil
Communication Services

Atlas Copco AB Class A

2.47 79.9 Mil
Industrials

NVIDIA Corp

2.46 79.4 Mil
Technology

ASML Holding NV

2.26 72.9 Mil
Technology

Salesforce Inc

2.25 72.7 Mil
Technology