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Loomis Sayles Global Allocation Y LSWWX

Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 24.13  /  −0.12 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.35%
  • Turnover 19%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 10:15 PM GMT+0

Morningstar’s Analysis LSWWX

Will LSWWX 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 LSWWX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

3.33 107.5 Mil
Consumer Cyclical

S&P Global Inc

3.11 100.5 Mil
Financial Services

2 Year Treasury Note Future June 24

2.75 88.9 Mil
Government

Mastercard Inc Class A

2.71 87.6 Mil
Financial Services

Linde PLC

2.69 87.0 Mil
Basic Materials

Alphabet Inc Class A

2.58 83.4 Mil
Communication Services

Atlas Copco AB Class A

2.47 79.9 Mil
Industrials

NVIDIA Corp

2.46 79.4 Mil
Technology

ASML Holding NV

2.26 72.9 Mil
Technology

Salesforce Inc

2.25 72.7 Mil
Technology