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Loomis Sayles Global Allocation Y LSWWX

Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 25.09  /  +0.36 %
  • Total Assets 3.0 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 0.36%
  • Turnover 19%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 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 26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

S&P Global Inc

3.43 100.5 Mil
Financial Services

Amazon.com Inc

3.33 97.5 Mil
Consumer Cyclical

Alphabet Inc Class A

2.88 84.4 Mil
Communication Services

Mastercard Inc Class A

2.83 82.9 Mil
Financial Services

Linde PLC

2.68 78.4 Mil
Basic Materials

Atlas Copco AB Class A

2.50 73.4 Mil
Industrials

UnitedHealth Group Inc

2.34 68.5 Mil
Healthcare

ASML Holding NV

2.27 66.6 Mil
Technology

Salesforce Inc

2.26 66.1 Mil
Technology

Airbnb Inc Ordinary Shares - Class A

2.23 65.4 Mil
Consumer Cyclical