Loomis Sayles Global Allocation Fund Class C

Frequently Asked Questions About LGMCX

What are the top holdings of LGMCX?

A machine-readable holdings disclosure for Loomis Sayles Global Allocation Fund Class C (LGMCX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does LGMCX invest in?

Loomis Sayles Global Allocation Fund Class C (LGMCX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is LGMCX most exposed to?

LGMCX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is LGMCX a US-only fund?

The country allocation card on this page shows LGMCX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does LGMCX invest in?

The Loomis Sayles Global Allocation Fund Class C aims to achieve a high overall investment return by combining growth in asset value with the generation of regular income. Ordinarily, the fund allocates at least 80% of its total assets (including any funds borrowed for investment) to a diversified portfolio of stocks and bonds issued by companies located in both the United States and other countries. The equity portion of its investments can include a variety of instruments such as common and preferred shares, depositary receipts, warrants, and securities that are convertible into common or preferred stock. Additionally, the fund may invest in real estate investment trusts (REITs), other property-linked securities, and various other types of equity-like interests from an issuer.