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LGMAX

Mutual Fund ticker: NASDAQ

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NET ASSETS

Loomis Sayles Global Allocation A (LGMAX) Ownership - Who owns Loomis Sayles Global Allocation A?

The investment seeks high total investment return through a combination of capital appreciation and current income... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

LGMAX

Net Assets

2.85B

Fund Existence

over 19 years

Turnover

22.00

Total Expense Ratio

1.16

Front Load

5.75%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Global Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.16

Assets in Top Ten Holdings

860M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

6.87

Fund of Funds

Fund Share Class Net Assets

536M

Fund Type

OpenEnd

Index Fund

Management Fee

0.74

Modified Duration

5.25

No Load Fund

Number of Long Holdings

480.00

Number of Net Holdings

483.00

Number of Short Holdings

3.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

28.95%

Gain YTD

4.998

Annual Yield % from dividends

1.04

Returns for 1 year

-0.42

Returns for 3 years

19.56

Returns for 5 years

1.48

Returns for 10 years

31.58

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Category ModerateAllocation

Profile

Fundamentals

Details