Loomis Sayles Global Allocation Fund Class C
LGMCX
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- Loomis Sayles Global Allocation Fund Class C (LGMCX) is an open-end mutual fund that seeks high total investment return through a combination of capital appreciation and current income by investing in a flexible allocation across global equity and fixed income markets; its portfolio typically includes U.S. stocks (approximately 51%), non-U.S. bonds (20%), non-U.S. stocks (14%), U.S. bonds (13%), and cash equivalents, with sector exposures emphasizing technology, consumer cyclical, financial services, industrials, and healthcare, and regional focus on the United States, Eurozone, United Kingdom, and developed Asia. The fund offers Class C shares with a net expense ratio of 1.91%, a 1% deferred load, a minimum initial investment of $2,500, and daily pricing, managed by a veteran team including David Rolley (since 2000), Lee Rosenbaum and Eileen Riley (since 2013), and Matthew Eagan (since 2021). Launched on February 1, 2006, as part of Loomis Sayles Funds, which is advised by Loomis, Sayles & Company, L.P. (an indirect subsidiary of Natixis Investment Managers domiciled in the United States with administrative operations in Kansas City, Missouri), the fund operates within the global allocation category for U.S. investors. Loomis, Sayles & Company, L.P., founded in 1926 and headquartered at One Financial Center in Boston, Massachusetts, provides active investment management across equity, fixed income, alternatives, and multi-asset strategies to institutional, mutual fund, and high-net-worth clients worldwide through offices in North America (Boston, Chicago, Detroit, Minneapolis, San Francisco), Europe (London, Paris, Utrecht), and Asia (Singapore). The firm manages approximately $425 billion in assets as of September 30, 2025, offering products such as mutual funds, institutional composites, offshore funds, ETFs, collective investment trusts, managed accounts, and growth equity strategies with a long-term, bottom-up focus. In recent developments, Loomis Sayles entered into an agreement in November 2025 with FIM Partners to transition its Global Emerging Market Equities investment team, enabling specialized growth in that franchise; selected ICE Climate solutions in October 2025 to integrate climate risk analysis across global fixed income and equity portfolios; provided a contractual fee waiver for the fund effective July 1, 2025; and received multiple industry recognitions in 2024-2025, including Insurance Asset Risk Awards for emerging markets, structured debt, and multi-asset management.