Loomis Sayles Global Allocation Fund Class A (LGMAX) Research
This fund strives to achieve a significant overall investment return by combining asset growth with a steady stream of income. Under typical market conditions, it will dedicate at least 80% of its net capital (including any funds borrowed for investment) to a diverse portfolio of U.S. and international stocks and bonds. The equity portion of its holdings may encompass various instruments, such as common and preferred stocks, depositary receipts, warrants, convertible securities, interests in Real Estate Investment Trusts (REITs) and other property-linked investments, as well as other equity-like interests issued by companies.
Market snapshot
- Symbol
- LGMAX
- Price
- $27.16
- Day change
- +0.82%
- Market cap
- $2.8B
- 52-week range
- 24.31-27.29
- Sector
- Financial Services
- Industry
- Asset Management - Global
Peer companies
- Artisan Global Value Fund Advisor Class (APDGX)
- Artisan Global Value Fund Institutional Class (APHGX)
- Artisan Global Value Fund Investor Class (ARTGX)
- Columbia Seligman Global Technology Fund Institutional Class (CSGZX)
- Eventide Gilead Fund Institutional Class (ETILX)
- Invesco Small Cap Growth Fund Class R5 (GTSVX)
- JHF III U.S. Growth Fund Class I (JSGIX)
- Loomis Sayles Global Allocation Fund Class C (LGMCX)
Open Loomis Sayles Global Allocation Fund Class A (LGMAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.