Loomis Sayles Global Allocation FundLGMAX
Type
Mutual fund
Peer group
Allocation
Net assets
$2.7B
Expense ratio
1.16%
1-year return
+14.1%
3 years, a year
+14.1%
5 years, a year
+5.6%
12-month yield
7.29%
Holdings
482
What it aims to do.
The Funds investment goal is high total investment return through a combination of capital appreciation and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 5.55% |
| BKNG Booking Holdings Inc | 4.72% |
| JOBY Taiwan Semiconductor Manufacturing Co Ltd | 3.44% |
| AMZN Amazon.com Inc | 3.35% |
| GOOGL Alphabet Inc | 2.97% |
| JOBY ASML Holding NV | 2.96% |
| MA Mastercard Inc | 2.79% |
| SPGI S&P Global Inc | 2.73% |
| PH Parker-Hannifin Corp | 2.13% |
| HLT Hilton Worldwide Holdings Inc | 2.03% |
More on LGMAX.
- LGMAX overview
- LGMAX holdings
- LGMAX risk
- LGMAX costs
- LGMAX money in and out
- LGMAX share classes
- Compare LGMAX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.