LSWWX Mutual Fund
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 494 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 1996-05-01.
LSWWX performance shows a YTD return of 9.30%. The 1-year return is 14.38% and the 5-year return is 5.84%. LSWWX dividend yield stands at 7.15%, paid annually.
LSWWX 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 LSWWX holdings, LSWWX sectors, or LSWWX dividends.
LSWWX can be compared against other funds. Use LSWWX overlap to find shared positions, or LSWWX vs another fund for a side-by-side view. LSWWX alternatives are available via the screener, along with tax-loss harvesting opportunities.