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Loomis Sayles Global Allocation Fund Class A (LGMAX)

US Funds

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26.49 +0.31 +1.18%

13/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Underlying: MSCI ACWI Net USD

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.85B

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LGMAX Holdings

Comprehensive information about top holdings and Key Holding Information for the Loomis Sayles Global Equity and Income A (LGMAX) fund. Our Loomis Sayles Global Equity and Income A 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	1.76	1.76	0.00
Shares	65.42	65.42	0.00
Bonds	32.44	36.68	4.24
Convertible	0.13	0.13	0.00
Preferred	0.25	0.25	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	25.90	17.59
Price to Book	4.91	2.63
Price to Sales	4.08	1.98
Price to Cash Flow	17.54	11.12
Dividend Yield	1.06	2.51
5 Years Earnings Growth	10.49	9.22

Sector Allocation

Name	Net %	Category Average
Technology	26.02	20.33
Financial Services	21.47	17.82
Consumer Cyclical	18.92	9.63
Industrials	17.85	11.92
Healthcare	6.09	9.89
Communication Services	3.43	7.47
Basic Materials	3.05	3.96
Consumer Defensive	2.68	6.75
Energy	0.50	4.76

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 506

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	4.51	188.32	+2.82%
Amazon.com	US0231351067	3.40	220.07	+1.71%
Us 5yr Note (Cbt) Dec25 Xcbt 20251231	-	3.35	-	-
S&P Global	US78409V1044	3.26	479.34	-1.39%
Mastercard	US57636Q1040	3.05	559.24	+0.32%
Taiwan Semiconductor	TW0002330008	2.99	1,440.00	+1.77%
BlackRock	US09290D1019	2.81	1,155.12	+2.01%
Parker-Hannifin	US7010941042	2.68	728.66	+1.67%
Home Depot	US4370761029	2.50	379.37	+0.96%
O’Reilly Automotive	US67103H1077	2.27	102.88	+0.71%

Top Equity Funds by Loomis Sayles Funds

Name	Total Assets	YTD%	3Y%	10Y%
Loomis Sayles Growth A	18.16B	14.42	34.99	17.69
Loomis Sayles Growth C	18.16B	13.82	33.99	16.81
Loomis Sayles Growth N	18.16B	14.73	35.45	18.08
Loomis Sayles Growth Y	18.16B	14.65	35.31	17.98
Loomis Sayles Global Equity and InY	2.85B	9.94	18.21	9.32

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Recent Quotes

Name	Price	Chg.	Chg. %
Loomis Sayles Glo.	26.49	+0.31	+1.18%
Capital Group Glo.	42.440	-0.320	-0.75%
Indiabulls Liquid.	2,598.734	+0.434	+0.02%
BAHIA AM EDR EURO.	2.596	+0.017	+0.67%
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