Morningstar

Loomis Sayles Global Allocation Y LSWWX

Morningstar Medalist Rating
Medalist Rating as of | See Natixis Investment Hub
  • NAV / 1-Day Return 26.97  /  −0.19 %
  • Total Assets 3.1 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 0.33%
  • Turnover 19%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:16 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

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Portfolio Holdings LSWWX

More LSWWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

S&P Global Inc

3.62 109.9 Mil
Financial Services

Amazon.com Inc

3.27 99.3 Mil
Consumer Cyclical

NVIDIA Corp

3.23 97.9 Mil
Technology

Alphabet Inc Class A

3.09 93.8 Mil
Communication Services

UnitedHealth Group Inc

2.62 79.5 Mil
Healthcare

Mastercard Inc Class A

2.61 79.3 Mil
Financial Services

Linde PLC

2.58 78.2 Mil
Basic Materials

Atlas Copco AB Class A

2.41 73.0 Mil
Industrials

O'Reilly Automotive Inc

2.30 69.7 Mil
Consumer Cyclical

Mettler-Toledo International Inc

2.29 69.4 Mil
Healthcare

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