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Loomis Sayles Global Allocation Fund Class Y (LSWWX)

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25.55 -0.04 -0.16%

24/01 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 2.98B

Type: Fund

Market: United States

Underlying: MSCI ACWI Net USD

Asset Class: Equity

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LSWWX Overview

Find basic information about the Loomis Sayles Global Allocation Fund Class Y mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add LSWWX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change7.9%

Prev. Close25.59

Risk Rating

TTM Yield1.32%

ROE29.30%

IssuerN/A

Turnover22%

ROA14.81%

Inception Date35186

Total Assets2.98B

Expenses0.91%

Min. Investment100,000

Market Cap199.48B

CategoryWorld Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1125	979	1125	1060	1399	2190
Fund Return	12.53%	-2.08%	12.53%	1.97%	6.95%	8.15%
Place in category	37	83	37	144	33	2
% in Category	12	29	12	44	9	1

Top Equity Funds by Loomis Sayles Funds

Name	Total Assets	YTD%	3Y%	10Y%
Loomis Sayles Growth A	16.24B	34.05	13.49	16.12
Loomis Sayles Growth C	16.24B	33.02	12.63	15.24
Loomis Sayles Growth N	16.24B	34.46	13.88	16.51
Loomis Sayles Growth Y	16.24B	34.38	13.77	16.41
Loomis Sayles Global Equity and InA	2.98B	12.25	1.72	7.89

Top Funds for World Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds Capital Income Bldr	62.75B	10.25	3.72	5.54
First Eagle Global I	37B	12.04	5.90	7.24
American Funds Capital Income Bld	18.23B	10.61	4.05	5.87
First Eagle Global A	14.93B	11.79	5.65	6.96
American Funds Global Balanced R6	14.67B	6.90	1.61	5.25

Top Holdings

Name	ISIN	Weight %	Last	Change %
Us 5yr Note (Cbt) Mar25 Xcbt 20250331	-	4.75	-	-
NVIDIA	US67066G1040	3.49	123.91	-13.12%
Amazon.com	US0231351067	3.18	233.40	-0.62%
S&P Global	US78409V1044	3.16	513.00	-0.15%
Mastercard	US57636Q1040	2.79	537.97	+0.84%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Neutral	Buy	Buy
Technical Indicators	Strong Buy	Strong Sell	BUY
Summary	Buy	Neutral	Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Loomis Sayles Glo.	25.55	-0.04	-0.16%