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Loomis Sayles Global Allocation Fund Class Y (LSWWX)

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25.97 -0.01 -0.04%

14/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Underlying: MSCI ACWI Net USD

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.88B

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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	2.25	2.25	0.00
Shares	62.15	62.15	0.00
Bonds	34.93	37.00	2.07
Convertible	0.43	0.43	0.00
Preferred	0.24	0.24	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	23.06	16.78
Price to Book	4.49	2.64
Price to Sales	3.50	1.94
Price to Cash Flow	15.58	10.49
Dividend Yield	1.10	2.59
5 Years Earnings Growth	9.11	9.66

Sector Allocation

Name	Net %	Category Average
Technology	25.59	18.87
Consumer Cyclical	20.80	9.78
Financial Services	20.06	18.02
Industrials	16.36	11.67
Healthcare	7.24	10.71
Basic Materials	3.20	4.02
Consumer Defensive	3.16	7.20
Communication Services	2.97	7.15
Energy	0.63	4.90

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 480

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Us 5yr Note (Cbt) Sep25 Xcbt 20250930	-	4.13	-	-
NVIDIA	US67066G1040	3.56	164.07	-0.52%
S&P Global	US78409V1044	3.10	530.12	+0.58%
Amazon.com	US0231351067	3.10	225.69	+0.30%
Mastercard	US57636Q1040	3.06	553.02	+0.52%
Taiwan Semicon	TW0002330008	2.71	1,100.00	0.00%
10 Year Treasury Note Future Sept 25	-	2.70	-	-
Parker-Hannifin	US7010941042	2.23	712.09	-0.39%
Allison Transmission	US01973R1014	2.21	90.69	-0.92%
Roper Technologies	US7766961061	2.14	548.33	+0.16%

Top Equity Funds by Loomis Sayles Funds

Name	Total Assets	YTD%	3Y%	10Y%
Loomis Sayles Growth A	17.2B	7.36	30.20	16.64
Loomis Sayles Growth C	17.2B	7.00	29.20	15.76
Loomis Sayles Growth N	17.2B	7.55	30.62	17.03
Loomis Sayles Growth Y	17.2B	7.51	30.52	16.92
Loomis Sayles Global Equity and InC	2.88B	5.06	13.06	7.24

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