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Loomis Sayles Global Allocation A LGMAX

Analyst rating as of
NAV / 1-Day Return
29.61  /  0.54 %
Total Assets
5.0 Bil
Adj. Expense Ratio
1.150%
Expense Ratio
1.150%
Fee Level
Average
Longest Manager Tenure
21.12 years
Category
World Allocation
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
0.43%
Turnover
37%
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Morningstar’s Analysis

Will LGMAX outperform in future?

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

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Associate Director

Summary

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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 Analyst Rating of Silver, and the most expensive share class earns a Bronze rating.

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