Skip to Content
Morningstar

Loomis Sayles Global Allocation A LGMAX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 25.01  /  +0.48 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Global Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.14%
  • Turnover 19%

USD | NAV as of Jul 02, 2024 | 1-Day Return as of Jul 02, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LGMAX

Will LGMAX 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 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 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 LGMAX

More LGMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

S&P Global Inc

3.35 96.7 Mil
Financial Services

Amazon.com Inc

3.31 95.4 Mil
Consumer Cyclical

Alphabet Inc Class A

3.23 93.2 Mil
Communication Services

NVIDIA Corp

2.83 81.6 Mil
Technology

Linde PLC

2.81 81.2 Mil
Basic Materials

Mastercard Inc Class A

2.74 79.1 Mil
Financial Services

Atlas Copco AB Class A

2.65 76.6 Mil
Industrials

Airbnb Inc Ordinary Shares - Class A

2.37 68.4 Mil
Consumer Cyclical

O'Reilly Automotive Inc

2.23 64.3 Mil
Consumer Cyclical

ASML Holding NV

2.20 63.6 Mil
Technology