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Loomis Sayles Global Equity and Income Y (LSWWX)

19.38 Down 0.01(0.05%) Apr 23
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Prev Close:19.38
YTD Return*:0.16%
Net Assets*:1.24B
Yield*:1.90%

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for LSWWX at this time.

Top Holdings

Symbol% AssetsYTD Return %
PCLN2.487.65
GOOG2.451.27
LGGNF.L2.354.22
RHHVF2.069.18
TDG1.8015.93

Fund Basics

Morningstar Overall Rating:
Total Assets:1.24B
Category:World Allocation
Annual Report Expense Ratio (net):0.93%

Performance & Risk

YTD Return:0.16%
5y Avg Return:18.90%
Rank in Category (ytd):87
% Rank in Category (ytd):16.11%
Beta (3y):1.48
Morningstar Risk Rating:4

Fund Summary

The investment seeks high total investment return through a combination of capital appreciation and current income. Under normal market conditions, the fund will invest at least 80% of its net assets in equity and fixed-income securities of U.S. and foreign issuers. Equity securities purchased by the fund may include common stocks, preferred stocks, depositary receipts, warrants, securities convertible into common or preferred stocks, interests in real estate investment trusts ("REITs") and/or real estate-related securities and other equity-like interests in an issuer. View More
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