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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

Category: #Moderate Allocation

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

Profile

Details

Group

Balanced Funds

Fundamentals

LSWWX

Net Assets

2.84B

Fund Existence

over 29 years

Turnover

22.00

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

Average Effective Duration

N/A

Average Effective Maturity

6.40

Fund of Funds

Fund Share Class Net Assets

1.8B

Fund Type

OpenEnd

Index Fund

Management Fee

0.74

Modified Duration

4.95

No Load Fund

Yes

Number of Long Holdings

506.00

Number of Net Holdings

509.00

Number of Short Holdings

3.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

31.82%

Gain YTD

10.065

Annual Yield % from dividends

1.21

Returns for 1 year

1.59

Returns for 3 years

32.79

Returns for 5 years

1.48

Returns for 10 years

47.35

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details