Nasdaq - Delayed Quote USD

Loomis Sayles Global Allocation Fund (LGMNX)

24.87
-0.24
(-0.96%)
At close: 8:01:53 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 1.43%
5y Average Return 8.49%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Feb 27, 2025) 26.91%
Worst 1Y Total Return (Feb 27, 2025) --
Best 3Y Total Return 26.91%
Worst 3Y Total Return 0.59%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LGMNX
Category
YTD
4.24%
8.60%
1-Month
4.24%
0.11%
3-Month
4.96%
4.82%
1-Year
16.46%
25.33%
3-Year
6.10%
8.02%
5-Year
7.92%
8.06%
10-Year
8.73%
6.03%
Last Bull Market
13.24%
13.54%
Last Bear Market
-15.95%
-13.20%

Annual Total Return (%) History

Year
LGMNX
Category
2024
12.58%
--
2023
22.58%
--
2022
-22.99%
--
2021
14.51%
--
2020
15.42%
6.18%
2019
26.91%
16.10%
2018
-4.92%
-8.26%
2017
--
14.79%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.90% 1.12% 6.35% -2.06%
2023 7.02% 5.20% -2.98% 12.22%
2022 -10.55% -15.95% -6.11% 9.09%
2021 1.45% 7.16% -0.38% 5.73%
2020 -14.59% 16.51% 7.27% 8.13%
2019 11.80% 5.88% 0.59% 6.59%
2018 1.62% 1.51% 1.57% -9.26%
2017 5.88% 4.02% 4.60% --

Rank in Category (By Total Return)

YTD 4
1-Month 4
3-Month 4
1-Year 10
3-Year 8
5-Year 11

Load Adjusted Returns

1-Year 16.46%
3-Year 6.10%
5-Year 7.92%
10-Year 8.73%

Performance & Risk

YTD Return 1.43%
5y Average Return 8.49%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.30
Morningstar Risk Rating

Fund Overview

Category World Allocation
Fund Family Loomis Sayles Funds
Net Assets 2.99B
YTD Return 4.24%
Yield 1.36%
Morningstar Rating
Inception Date Feb 01, 2006

Fund Summary

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.

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