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Loomis Sayles Global Allocation Fund Class Y (LSWWX)

US Funds

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23.59 +0.33 +1.42%

11/04 - Closed. Currency in USD

Type: Fund

Market: United States

Underlying: MSCI ACWI Net USD

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.66B

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LSWWX Holdings

Comprehensive information about top holdings and Key Holding Information for the Loomis Sayles Global Equity and Income Y (LSWWX) fund. Our Loomis Sayles Global Equity and Income Y portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.44	1.44	0.00
Stocks	64.25	64.25	0.00
Bonds	33.36	35.33	1.97
Convertible	0.70	0.70	0.00
Preferred	0.25	0.25	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	23.61	16.26
Price to Book	4.74	2.50
Price to Sales	3.73	1.84
Price to Cash Flow	16.58	10.20
Dividend Yield	1.04	2.79
5 Years Earnings Growth	9.78	10.30

Sector Allocation

Name	Net %	Category Average
Technology	24.25	18.64
Consumer Cyclical	19.79	8.90
Financial Services	19.48	15.94
Industrials	16.27	11.01
Healthcare	8.13	10.76
Communication Services	4.32	6.96
Consumer Defensive	3.54	7.49
Basic Materials	3.38	4.24
Energy	0.84	6.48

Region Allocation

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 469

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Us 5yr Note (Cbt) Jun25 Xcbt 20250630	-	3.70	-	-
S&P Global	US78409V1044	3.27	465.14	+1.61%
Amazon.com	US0231351067	3.26	184.87	+2.01%
NVIDIA	US67066G1040	3.22	110.93	+3.12%
Mastercard	US57636Q1040	3.05	509.75	+2.08%
Alphabet A	US02079K3059	2.77	157.14	+2.83%
O’Reilly Automotive	US67103H1077	2.54	1,389.79	+1.20%
Roper Technologies	US7766961061	2.44	560.16	+1.92%
Parker-Hannifin	US7010941042	2.28	565.37	+0.93%
Costco	US22160K1051	2.27	963.41	-0.09%

Top Equity Funds by Loomis Sayles Funds

Name	Total Assets	YTD%	3Y%	10Y%
Loomis Sayles Growth A	13.57B	-9.41	12.85	14.64
Loomis Sayles Growth C	13.57B	-9.55	12.00	13.79
Loomis Sayles Growth N	13.57B	-9.31	13.23	15.04
Loomis Sayles Growth Y	13.57B	-9.34	13.12	14.93
Loomis Sayles Global Equity and InC	2.66B	-2.03	4.14	6.50

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