Morningstar

Loomis Sayles Global Allocation Fund Class A LGMAX

Morningstar Medalist Rating
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Medalist Rating as of See Natixis Investment Hub
  • NAV / 1-Day Return$26.49  /  −0.56%
  • Fund Size$2.6B
  • Adjusted Expense Ratio1.150%
  • Net Expense Ratio1.160%
  • Fee Level: DistributionAbove Average
  • Share Class TypeFront Load
  • Morningstar CategoryGlobal Moderate Allocation
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Investment StatusOpen
  • TTM Yield0.97%
  • Turnover Ratio35%
NAV and 1-Day Return as of

Morningstar’s Analysis LGMAX

Will LGMAX outperform in the 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 LGMAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LGMAX 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 LGMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A high-octane global portfolio.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

Loomis Sayles Global Allocation’s excellent management team oversees its distinct, go-anywhere approach. The fund remains a great choice for investors seeking growth through a global portfolio of stocks and bonds.

by Stephen Margaria
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Portfolio Holdings LGMAX

More LGMAX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings35.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.52181M
Technology

Booking Holdings Inc

4.84134M
Consumer Cyclical

Taiwan Semiconductor Manufacturing Co Ltd

3.74104M
Technology

Mastercard Inc Class A

3.5699M
Financial Services

Amazon.com Inc

3.2189M
Consumer Cyclical

Broadcom Inc

3.1989M
Technology

S&P Global Inc

2.9682M
Financial Services

Alphabet Inc Class A

2.8980M
Communication Services

ASML Holding NV

2.6774M
Technology

Trane Technologies PLC Class A

1.9053M
Industrials

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