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Loomis Sayles Global Allocation A LGMAX

Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 23.74  /  0.38 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Global Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.15%
  • Turnover 19%

Morningstar’s Analysis LGMAX

Will LGMAX outperform in future?

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

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.

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Portfolio Holdings LGMAX

  • Current Portfolio Date
  • Equity Holdings 37
  • Bond Holdings 441
  • Other Holdings 47
  • % Assets in Top 10 Holdings 27.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.52
101,781,705
Financial Services
3.39
98,162,964
Consumer Cyclical
2.99
86,520,075
Communication Services
2.83
81,785,504
Basic Materials
2.82
81,466,190
Industrials
2.80
80,913,212
Financial Services
2.50
72,431,743
Healthcare
2.33
67,367,654
Consumer Cyclical
2.28
65,925,939
Consumer Cyclical
2.23
64,521,822
Technology