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Loomis Sayles Global Allocation A LGMAX

Analyst rating as of
NAV / 1-Day Return
20.11  /  0.94 %
Total Assets
3.0 Bil
Adj. Expense Ratio
1.120%
Expense Ratio
1.120%
Fee Level
Below Average
Longest Manager Tenure
22.07 years
Category
Global Allocation
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Status
Open
TTM Yield
0.00%
Turnover
45%

Morningstar’s Fund Analysis LGMAX

Will LGMAX outperform in future?

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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 is rated Bronze.

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