About LGMAX
The Loomis Sayles Global Allocation Fund Class A is a diversified mutual fund designed to pursue high total investment return, combining capital appreciation with current income. Managed by an experienced team, the fund employs a flexible asset allocation strategy, investing across global equity and fixed-income markets to identify the most compelling risk-adjusted opportunities. Its equity holdings typically include large-cap companies, with a growth-oriented approach reflected in concentrated positions—recently holding about 35 stocks, many of which are prominent leaders in technology, healthcare, and financial sectors. The fund also invests in fixed-income securities, broadening its diversification and risk management.
The Loomis Sayles Global Allocation Fund Class A is suitable for investors seeking global diversification in a single portfolio, as it allocates assets dynamically between stocks and bonds based on the evolving market environment. With assets in the billions, the fund plays a notable role in the global allocation category, balancing growth potential and income generation while maintaining a moderate expense ratio for its class. Its flexible, research-driven approach gives it the ability to adapt to changing economic conditions and capture opportunities across major world markets.
Fund Family Loomis Sayles Funds
Category Flexible Portfolio
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol LGMAX
Share Class Class A
Index MSCI AC World NR USD
LGMAX had a total return of 24.96% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.07%.
