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Loomis Sayles Global Allocation Fund Class Y (LSWWX)

US Funds

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27.25 +0.05 +0.18%

03/10 - Closed. Currency in USD

Type: Fund

Market: United States

Underlying: MSCI ACWI Net USD

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.92B

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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	2.11	2.11	0.00
Shares	61.70	61.70	0.00
Bonds	35.82	39.77	3.95
Convertible	0.13	0.13	0.00
Preferred	0.24	0.24	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	25.43	17.53
Price to Book	4.85	2.62
Price to Sales	3.98	1.97
Price to Cash Flow	17.27	11.08
Dividend Yield	1.08	2.54
5 Years Earnings Growth	10.54	9.22

Sector Allocation

Name	Net %	Category Average
Technology	26.66	20.41
Financial Services	21.47	17.81
Consumer Cyclical	19.06	9.54
Industrials	17.20	11.98
Healthcare	6.07	9.84
Communication Services	3.16	7.60
Basic Materials	3.00	3.95
Consumer Defensive	2.72	6.77
Energy	0.66	4.84

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 492

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Us 5yr Note (Cbt) Sep25 Xcbt 20250930	-	5.63	-	-
NVIDIA	US67066G1040	4.43	187.62	-0.67%
Amazon.com	US0231351067	3.35	219.51	-1.30%
2 Year Treasury Note Future Sept 25	-	3.21	-	-
S&P Global	US78409V1044	3.15	479.81	+0.67%
Taiwan Semiconductor	TW0002330008	2.96	1,400.00	+2.56%
Mastercard	US57636Q1040	2.80	580.45	+0.54%
BlackRock	US09290D1019	2.65	1,160.69	+0.01%
10 Year Treasury Note Future Sept 25	-	2.61	-	-
Parker-Hannifin	US7010941042	2.33	763.23	+0.67%

Top Equity Funds by Loomis Sayles Funds

Name	Total Assets	YTD%	3Y%	10Y%
Loomis Sayles Growth A	18.56B	10.13	28.93	17.05
Loomis Sayles Growth C	18.56B	9.60	27.96	16.17
Loomis Sayles Growth N	18.56B	10.38	29.35	17.44
Loomis Sayles Growth Y	18.56B	10.32	29.25	17.33
Loomis Sayles Global Equity and InC	2.92B	7.35	12.83	7.67

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