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LSWWX
Mutual Fund ticker: NASDAQ
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Loomis Sayles Global Allocation Y (LSWWX) Ownership - Who owns Loomis Sayles Global Allocation Y?

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

Profile

Category
Global Moderate Allocation
Address
399 Boylston Street12th FloorBoston
Phone
N/A
Web
www.loomissayles.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
0.91
Min. Initial Investment
100000.00
Fund Existence
about 29 years
Turnover
N/A
Front Load
N/A
Net Assets
2811943200.00
Manager Tenure
N/A

Fundamentals

LSWWX
Net Assets
2.81B
Fund Existence
about 29 years
Turnover
N/A
Total Expense Ratio
0.91
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
100000
Min. Initial Investment IRA
N/A
Morningstar Category
Global Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.91
Assets in Top Ten Holdings
860M
Average Credit Quality
12
Average Effective Duration
N/A
Average Effective Maturity
6.61
Fund of Funds
No
Fund Share Class Net Assets
1.8B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.74
Modified Duration
5.02
No Load Fund
Yes
Number of Long Holdings
470.00
Number of Net Holdings
473.00
Number of Short Holdings
3.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
27.76%
Gain YTD
2.812
Annual Yield % from dividends
1.29
Returns for 1 year
1.21
Returns for 3 years
9.76
Returns for 5 years
3.08
Returns for 10 years
34.48
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Global Moderate Allocation
Address
399 Boylston Street12th FloorBoston
Phone
N/A
Web
www.loomissayles.com