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 1.16%, holding 482 positions across sectors including Financials, Consumer Discretionary, Other. Inception date: 2006-02-01.
LGMAX performance shows a YTD return of 5.80%. The 1-year return is 17.07% and the 5-year return is 5.39%. LGMAX dividend yield stands at 7.25%, paid annually.
LGMAX top holdings include Nvidia Corp. (5.5%), Booking Holdings, Inc. (4.7%), Tsmc (3.4%), Amazon.Com Inc (3.4%), Alphabet Inc Common Stock USD 0.001 (3.0%). View all LGMAX holdings, sector breakdown, or dividend history.
LGMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LGMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.