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

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:14 PM ET

$25.03 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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.99 72
3 months 4.17 54
6 months 7.72 58
1 Year 13.69 65
3 Year 15.46 35
5 Year 7.00 50
10 Year 9.91 32

* 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) 535.38

Load Adjusted Returns as of Feb 28, 2026

1 Year 6.66
5 Year 5.08
10 Year 8.42
Since Inception 7.77

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.90 7.45 4.07 2.81
2024 6.82 1.05 6.24 -2.11
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.9912.7912.2522.17-23.2514.1415.0626.47-5.2221.784.36
% Total Return Rel to Index 1.47-5.42-12.76-4.07-5.04-14.53-3.34-5.01-0.83-0.01-7.57
% Total Return Rel to Peer 0.67-1.712.349.01-10.282.644.379.271.278.32-1.91
% Perf Quintile vs Peer* 2.004.000.001.005.003.002.001.002.001.004.00
% Dividends 0.000.270.280.030.000.000.130.110.160.180.23
% Yield 0.000.951.031.040.000.000.430.430.730.791.19
Capital Gains ($) 0.001.671.510.852.032.171.480.560.750.290.00
Expense Ratio 0.001.161.161.171.141.131.151.161.161.181.17

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