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Loomis Sayles Global Allocation Fund Class Y (LSWWX)

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24.91 +0.12 +0.48%

24/12 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Underlying: MSCI ACWI Net USD

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.95B

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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	1.37	1.37	0.00
Shares	63.39	63.39	0.00
Bonds	33.69	35.23	1.54
Convertible	1.55	1.55	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	23.14	15.90
Price to Book	4.77	2.42
Price to Sales	3.70	1.82
Price to Cash Flow	17.63	10.22
Dividend Yield	1.02	2.84
5 Years Earnings Growth	11.73	10.67

Sector Allocation

Name	Net %	Category Average
Technology	24.67	19.15
Financial Services	18.61	15.38
Consumer Cyclical	17.99	8.28
Industrials	15.78	10.87
Healthcare	10.54	11.16
Communication Services	4.51	6.70
Basic Materials	3.79	4.49
Consumer Defensive	3.15	7.51
Energy	0.97	6.66

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 504

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Us 5yr Note (Cbt) Dec24 Xcbt 20241231	-	5.06	-	-
NVIDIA	US67066G1040	3.55	140.22	+0.39%
S&P Global	US78409V1044	3.14	504.75	+1.30%
Amazon.com	US0231351067	3.02	229.05	+1.77%
Alphabet A	US02079K3059	2.86	196.11	+0.76%
Mastercard	US57636Q1040	2.77	535.71	+1.28%
Linde PLC	IE000S9YS762	2.40	402.600	-0.84%
UnitedHealth	US91324P1021	2.38	506.10	-0.05%
O’Reilly Automotive	US67103H1077	2.31	1,221.65	+1.19%
Roper Technologies	US7766961061	2.30	528.14	+0.61%

Top Equity Funds by Loomis Sayles Funds

Name	Total Assets	YTD%	3Y%	10Y%
Loomis Sayles Growth A	15.93B	33.16	14.15	15.87
Loomis Sayles Growth C	15.93B	32.30	13.31	14.99
Loomis Sayles Growth N	15.93B	33.58	14.54	16.26
Loomis Sayles Growth Y	15.93B	33.49	14.43	16.16
Loomis Sayles Global Equity and InC	2.95B	15.15	2.78	7.25

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Loomis Sayles Glo.	24.91	+0.12	+0.48%