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Morningstar

Loomis Sayles Global Allocation Y LSWWX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 25.55  /  +0.27 %
  • 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 0.35%
  • Turnover 19%

USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:22 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSWWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A nimble global portfolio with top management.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

Loomis Sayles Global Allocation boasts seasoned managers who expertly wield the strategy’s flexible, high-conviction approach.

by Stephen Margaria
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LSWWX

More LSWWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

3.41 102.1 Mil
Technology

S&P Global Inc

3.28 98.0 Mil
Financial Services

Alphabet Inc Class A

3.26 97.4 Mil
Communication Services

Amazon.com Inc

3.17 94.8 Mil
Consumer Cyclical

Us Long Bond(Cbt) Sep24 Xcbt 20240919

2.79 83.4 Mil
Government

Atlas Copco AB Class A

2.78 83.0 Mil
Industrials

Linde PLC

2.64 79.1 Mil
Basic Materials

Mastercard Inc Class A

2.59 77.3 Mil
Financial Services

ASML Holding NV

2.30 68.9 Mil
Technology

Airbnb Inc Ordinary Shares - Class A

2.26 67.5 Mil
Consumer Cyclical