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Loomis Sayles Global Allocation Fund Class Y (LSWWX)

US Funds

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25.32 -0.23 -0.90%

07:00:00 - 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 Holdings

Comprehensive information about top holdings and Key Holding Information for the Loomis Sayles Global Equity and Income Y (LSWWX) fund. Our Loomis Sayles Global Equity and Income Y portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.26	2.26	0.00
Stocks	63.15	63.15	0.00
Bonds	33.50	35.21	1.71
Convertible	1.08	1.08	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	24.27	15.96
Price to Book	4.91	2.40
Price to Sales	3.86	1.82
Price to Cash Flow	18.64	10.24
Dividend Yield	0.97	2.83
5 Years Earnings Growth	11.73	10.52

Sector Allocation

Name	Net %	Category Average
Technology	24.33	18.96
Financial Services	19.04	15.69
Consumer Cyclical	18.55	8.48
Industrials	16.16	10.89
Healthcare	10.10	10.98
Communication Services	4.21	6.76
Basic Materials	3.38	4.33
Consumer Defensive	3.31	7.48
Energy	0.92	6.60

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 492

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Us 5yr Note (Cbt) Mar25 Xcbt 20250331	-	4.75	-	-
NVIDIA	US67066G1040	3.49	128.99	+8.93%
Amazon.com	US0231351067	3.18	238.15	+1.16%
S&P Global	US78409V1044	3.16	520.45	-0.06%
Mastercard	US57636Q1040	2.79	547.36	-0.05%
Alphabet A	US02079K3059	2.66	195.30	+1.82%
UnitedHealth	US91324P1021	2.42	542.48	-0.19%
Parker-Hannifin	US7010941042	2.31	666.23	+0.52%
Roper Technologies	US7766961061	2.29	549.62	+1.53%
O’Reilly Automotive	US67103H1077	2.22	1,278.34	-0.33%

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 InC	2.98B	11.40	0.94	7.08

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Loomis Sayles Glo.	25.32	-0.23	-0.90%