About LSWWX
Loomis Sayles Global Allocation Fund Class Y is an actively managed mutual fund designed to achieve a high total return by balancing capital appreciation and current income. The fund pursues a global, diversified approach, investing at least 80% of its assets in both equity and fixed-income securities across U.S. and international markets under normal conditions. Its portfolio spans a wide array of asset classes, including common and preferred stocks, bonds, real estate investment trusts, and other equity-like instruments, offering broad exposure to various sectors and geographies.
Managed by an experienced team, the fund emphasizes flexibility, enabling the managers to capitalize on opportunities in both global equity and fixed income markets. This unconstrained mandate supports dynamic asset allocation and risk management. The fund’s largest holdings typically represent major companies in technology, healthcare, financials, and industrials, reflecting its broad market reach. By integrating global diversification with active security selection and asset allocation expertise, the Loomis Sayles Global Allocation Fund Class Y serves as a core solution for institutional investors seeking a combination of growth and income within a single, globally diversified vehicle.
Fund Family Loomis Sayles Funds
Category Flexible Portfolio
Performance Rating Above Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol LSWWX
Share Class Class Y
Index MSCI AC World NR USD
LSWWX had a total return of 9.47% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.31%.
