LGMAX Mutual Fund
LGMAX Mutual Fund
LGMAX Mutual Fund
Loomis Sayles Global Allocation Fund Class A
LGMAX Mutual Fund Overview
LGMAX Mutual Fund (Loomis Sayles Global Allocation Fund Class A) is managed by Natixis Funds with $416.8M in net assets. LGMAX expense ratio is 1.15%, holding 494 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2006-02-01.
LGMAX performance shows a YTD return of 9.08%. The 1-year return is 14.08% and the 5-year return is 5.58%. LGMAX dividend yield stands at 7.03%, paid annually.
LGMAX top holdings include Nvidia Corp (5.8%), Booking Holdings, Inc. (5.5%), Mastercard Inc (3.9%), Tsmc (3.6%), Amazon.Com Inc (3.5%). Go to all LGMAX holdings, LGMAX sectors, or LGMAX dividends.
LGMAX can be compared against other funds. Use LGMAX overlap to find shared positions, or LGMAX vs another fund for a side-by-side view. LGMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.