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Morningstar

Loomis Sayles Global Allocation Y LSWWX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 25.14  /  +0.40 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.36%
  • Turnover 19%

USD | NAV as of May 15, 2024 | 1-Day Return as of May 15, 2024, 10:23 PM GMT+0

Morningstar’s Analysis LSWWX

Will LSWWX 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 LSWWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LSWWX 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 LSWWX’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 LSWWX

More LSWWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

3.55 105.1 Mil
Consumer Cyclical

S&P Global Inc

3.23 95.7 Mil
Financial Services

Alphabet Inc Class A

2.94 87.2 Mil
Communication Services

Linde PLC

2.91 86.2 Mil
Basic Materials

Mastercard Inc Class A

2.88 85.2 Mil
Financial Services

NVIDIA Corp

2.69 79.6 Mil
Technology

Atlas Copco AB Class A

2.52 74.6 Mil
Industrials

Airbnb Inc Ordinary Shares - Class A

2.42 71.8 Mil
Consumer Cyclical

ASML Holding NV

2.42 71.5 Mil
Technology

The Home Depot Inc

2.30 68.1 Mil
Consumer Cyclical