Loomis Sayles Global Allocation FundLGMTX

MUTUAL FUNDLoomis Sayles
Type
Mutual fund
Peer group
Allocation
Net assets
$2.7B
Expense ratio
1.16%
1-year return
—
3 years, a year
—
5 years, a year
—
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 Corp5.55%
BKNG Booking Holdings Inc4.72%
JOBY Taiwan Semiconductor Manufacturing Co Ltd3.44%
AMZN Amazon.com Inc3.35%
GOOGL Alphabet Inc2.97%
JOBY ASML Holding NV2.96%
MA Mastercard Inc2.79%
SPGI S&P Global Inc2.73%
PH Parker-Hannifin Corp2.13%
HLT Hilton Worldwide Holdings Inc2.03%

More on LGMTX.

Returns after fees, from the fund's SEC filings. Past returns are not a promise. Not financial advice.