LIVE Canada retaliates, places tariffs on $107 billion of US imports Nasdaq - Delayed Quote • USD Loomis Sayles Global Allocation Fund (LGMNX) Follow 24.87 -0.24 (-0.96%) At close: 8:01:53 PM EST Related Mutual Fund News 3 Top-Ranked Mutual Funds for Your Retirement Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns. Is PTIAX a Strong Bond Fund Right Now? MF Bond Report for PTIAX Is LHYAX a Strong Bond Fund Right Now? MF Bond Report for LHYAX Small-Cap Growth ETF (VBK) Hits New 52-Week High This small-cap growth ETF hits a new 52-week high. Are more gains in store for this ETF? What Is an Emerging Markets ETF? The Complete Guide Learn the potential benefits and risks of investing in developing countries. Make the Most of Your Retirement with These Top-Ranked Mutual Funds Take advantage of these top-ranked, best-performing and well-managed mutual funds to maximize your retirement portfolio returns. 3 Top-Performing Mutual Funds to Consider for Your Retirement Portfolio These three top-ranked, best-performing and well-managed funds can help you maximize your retirement portfolio returns. 3 Great Mutual Fund Picks for Your Retirement Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns. Global ETP Inflows Hit Record $195.4B in July: BlackRock Equity funds lead the surge while fixed income sets a new high. Global ETF Inflows Surge to $128.1B in June: BlackRock Equity ETPs led the charge with $90 billion in inflows, while fixed income and commodities also saw positive flows Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio? These three top-ranked, best-performing and well-managed funds can help you maximize your retirement portfolio returns. Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio? Take advantage of these top-ranked, best-performing and well-managed mutual funds to maximize your retirement portfolio returns. About Those New Vanguard Fees: Allan Roth With Bogleheads voicing displeasure, our columnist aims to clarify the big asset manager's new charges. Best ETFs for Beginners: The Complete Guide Learn about the different types of ETFs and how to get started building a portfolio. Investors Love This Under the Radar Emerging Markets ETF EMXC has seen inflows of nearly $4 billion this year. The three core principles of effective index fund investing Index funds — a portfolio or group of stocks designed to mimic the performance of existing stock market indexes (^DJI, ^IXIC, ^GSPC) — generally have a 97% chance of outperforming regular markets based on portfolio composition, according to Ferri Investment Solutions CEO Richard Ferri, CFA. Ferri, the host of The Bogleheads on Investing podcast, joins Yahoo Finance Live to walk through the fundamentals of index investing and creating a long-term investment strategy for one's portfolio. "The discipline part is to fully implement that and maintain it basically over the rest of your life. There will be times in life where you're transitioning from working to retirement where you may wish to have more say fixed-income or bonds in your portfolio than equity at that point, but those are just adjusting the sales on this philosophy of indexing that you've created," Ferri states. "It is a lifelong investment strategy that works for basically everybody including some of the very largest pension funds out there," For more expert insight and the latest market action, click here to watch this full episode of Wealth! Editor's note: This article was written by Luke Carberry Mogan. Performance Overview Trailing returns as of 2/27/2025. Category is World Allocation. Return LGMNX Category YTD +4.24% +8.60% 1-Year +16.46% +25.33% 3-Year +6.10% +8.02%