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Loomis Sayles Global Allocation Y (LSWWX)
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24.27 - YTD Return 6.91%
- Expense Ratio 1.17%
- Category World Allocation
- Last Cap Gain 2.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 3.04B
- Beta (5Y Monthly) 1.34
- Yield 0.35%
- 5y Average Return --
- Holdings Turnover 19.00%
- Last Dividend 0.09
- Inception Date Feb 1, 2006
Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) 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.
Natixis Funds
Fund Family
World Allocation
Fund Category
3.04B
Net Assets
2006-02-01
Inception Date
Performance Overview: LSWWX
Trailing returns as of 4/24/2024. Category is World Allocation.
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Holdings: LSWWX
Top 9 Holdings (23.87% of Total Assets)
Sector Weightings
SectorLSWWX
Technology 24.84%
Consumer Cyclical 20.07%
Financial Services 17.35%
Industrials 13.73%
Healthcare 11.26%
Basic Materials 4.15%
Communication Services 3.98%
Consumer Defensive 3.01%
Energy 1.61%
Real Estate 0.00%
Utilities 0.00%
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