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Morningstar

Loomis Sayles Global Allocation C LGMCX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 21.91  /  0.18 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    1.890%
  • Expense Ratio 1.890%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Global Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield —
  • Turnover 35%

USD | NAV as of Nov 30, 2023 | 1-Day Return as of Nov 30, 2023, 11:18 PM GMT+0

Morningstar’s Analysis LGMCX

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

People Pillar

The People Pillar is our evaluation of the LGMCX 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 LGMCX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LGMCX

More LGMCX Holdings
  • Current Portfolio Date
  • Equity Holdings 37
  • Bond Holdings 438
  • Other Holdings 51
  • % Assets in Top 10 Holdings 27.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

3.27
88,352,615
Communication Services

Amazon.com Inc

3.24
87,390,805
Consumer Cyclical

Mastercard Inc Class A

2.88
77,840,657
Financial Services

S&P Global Inc

2.88
77,743,170
Financial Services

Linde PLC

2.78
75,082,516
Basic Materials

UnitedHealth Group Inc

2.66
71,886,906
Healthcare

Accenture PLC Class A

2.64
71,388,948
Technology

Airbnb Inc Ordinary Shares - Class A

2.61
70,371,853
Consumer Cyclical

ASML Holding NV

2.46
66,498,724
Technology

Atlas Copco AB Class A

2.38
64,357,727
Industrials