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Loomis Sayles Global Allocation Fund Class A: (MF: LGMAX)

(NASDAQ Mutual Funds) As of Jul 25, 2024 08:00 PM ET

$24.94 USD

-0.04 (-0.16%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2024

Total Return %* Percentile Rank Objective
YTD 7.94 31
3 months 1.05 49
6 months 7.94 31
1 Year 17.28 12
3 Year 2.10 49
5 Year 7.31 39
10 Year 7.30 21

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -45.08
Bull Market (2/09 - 3/21) 426.29

Load Adjusted Returns as of Jun 30, 2024

1 Year 10.90
5 Year 6.11
10 Year 6.70
Since Inception 7.49

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 6.82 1.05 NA NA
2023 6.95 5.12 -3.11 12.14
2022 -10.60 -16.04 -6.12 8.92
2021 1.34 7.09 -0.44 5.64
2020 -14.65 16.46 7.14 8.04
2019 11.69 5.77 0.50 6.51

Annual Return

20242023202220212020201920182017201620152014
% Total Return 7.9422.17-23.2514.1415.0626.47-5.2221.784.361.513.19
% Total Return Rel to Index -7.35-4.07-5.04-14.53-3.34-5.01-0.83-0.01-7.570.12-10.44
% Total Return Rel to Peer 1.759.01-10.282.644.379.271.278.32-1.913.87-0.88
% Perf Quintile vs Peer* 0.001.005.002.002.001.002.001.004.001.004.00
% Dividends 0.000.030.000.000.130.110.160.180.230.150.20
% Yield 0.000.130.000.000.430.430.730.791.190.760.96
Capital Gains ($) 0.000.852.032.171.480.560.750.290.000.840.96
Expense Ratio 1.171.171.141.131.151.161.161.181.171.181.17

* 1 = Top 20%, 5 = Bottom 20%