LSWWX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

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

Category: #World Allocation

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

Profile

Details

Group

International Stock Funds

Fundamentals

LSWWX

Net Assets

2.74B

Fund Existence

almost 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 Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.91

Assets in Top Ten Holdings

860M

Average Credit Quality

Average Effective Duration

4.56

Average Effective Maturity

6.34

Fund of Funds

Fund Share Class Net Assets

1.75B

Fund Type

OpenEnd

Index Fund

Management Fee

0.74

Modified Duration

4.79

No Load Fund

Yes

Number of Long Holdings

478.00

Number of Net Holdings

481.00

Number of Short Holdings

3.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

28.81%

Gain YTD

-1.834

Annual Yield % from dividends

1.34

Returns for 1 year

-2.24

Returns for 3 years

-4.33

Returns for 5 years

18.48

Returns for 10 years

28.60

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General Information

Category WorldAllocation

Profile

Fundamentals

Details