LSWWX Mutual Fund
LSWWX Mutual Fund
Loomis Sayles Global Allocation Fund Class Y
LSWWX Mutual Fund Overview
LSWWX Mutual Fund (Loomis Sayles Global Allocation Fund Class Y) is managed by Natixis Funds with $1.74B in net assets. LSWWX expense ratio is 0.90%, holding 482 positions across sectors including Financials, Other, Information Technology. Inception date: 1996-05-01.
LSWWX performance shows a YTD return of 7.39%. The 1-year return is 14.99% and the 5-year return is 7.38%. LSWWX dividend yield stands at 7.27%, paid annually.
LSWWX top holdings include Nvidia Corp (5.5%), Booking Holdings Inc (4.7%), TAIWAN SEMICONDUCTOR (3.4%), Amazon.Com Inc (3.4%), 'alphabet Inc., Class 'a'' (3.0%). View all LSWWX holdings, sector breakdown, or dividend history.
LSWWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. LSWWX alternatives are available via the screener, along with tax-loss harvesting opportunities.