About LGMCX
Loomis Sayles Global Allocation Fund Class C is a diversified mutual fund designed to pursue high total investment returns by blending capital appreciation with current income. Managed by Loomis, Sayles & Company, the fund employs a flexible asset allocation strategy that invests primarily in a mix of global equity and fixed-income securities. Its portfolio typically features 35 to 65 growth-oriented stocks, with a notable concentration in large-cap sectors such as technology, financial services, consumer discretionary, and healthcare. Alongside equities, the fund holds a significant allocation to bonds, including both U.S. and international issuers, aiming to balance growth potential with income generation and risk management.
With more than $2 billion in assets, the fund is recognized for its global reach, spanning both developed and select emerging markets. Equity selections often focus on companies with a market capitalization above $1 billion. The fund also invests in preferred stocks, REITs, convertible securities, and opportunistically in other equity-like interests. Its dynamic approach to asset allocation and security selection positions the fund as a comprehensive solution for investors seeking diversified exposure across global markets and asset classes.
Fund Family Loomis Sayles Funds
Category Flexible Portfolio
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol LGMCX
Share Class Class C
Index MSCI AC World NR USD
LGMCX had a total return of 14.10% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.31%.
