LGMAX : Loomis Sayles Global Allocation Fund Class A

LGMAX is a Allocation Market Total World with HIGH fees.

LGMAX

Loomis Sayles Global Allocation Fund Class A

FI Score

52 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

52% FI Score
  • lgmax
  • Mutual Fund
  • Allocation
  • Total World

Loomis Sayles Global Allocation Fund Class A

Expenses: 1.16% (Better than 0% of similar funds)

This is an OK choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks high total investment return through a combination of capital appreciation and current income. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in equity and fixed-income securities of U.S. and foreign issuers. Equity securities purchased by the fund may include common stocks, preferred stocks, depositary receipts, warrants, securities convertible into common or preferred stocks, interests in real estate investment trusts ("REITs") and/or real estate-related securities and other equity-like interests in an issuer.

Largest Holdings

Amount Holding
3.17% Danaher Corp
3.07% Amazon.com Inc
2.88% Roper Technologies Inc
2.64% IQVIA Holdings Inc
2.58% S&P Global Inc
2.58% UnitedHealth Group Inc
2.46% Alibaba Group Holding Ltd ADR
2.42% Northrop Grumman Corp
2.38% Facebook Inc A
2.37% Mastercard Inc A
2.27% Alphabet Inc A
2.19% Becton, Dickinson and Co
2.09% Accenture PLC Class A
2.06% The Estee Lauder Companies Inc Class A
1.93% Linde PLC
1.86% Nestle SA
1.85% Nomura Research Institute Ltd
1.70% London Stock Exchange Group PLC
1.69% Atlas Copco AB A
1.55% Dassault Systemes SE
1.54% HDFC Bank Ltd
1.54% CGI Inc Class A
1.53% Texas Instruments Inc
1.51% M&T Bank Corp
1.49% Temenos AG

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