LSWWX
Loomis Sayles Global Allocation Fund Class Y
1W: -0.9%
1M: -3.7%
3M: -3.0%
YTD: +3.9%
1Y: -0.7%
3Y: +38.8%
5Y: +17.5%
$27.08
+0.19 (+0.71%)
Weekly Expected Move ±1.3%
$26
$27
$27
$27
$28
Similar ETFs
20 peers by holdings overlap (482 holdings)
IGLGX
Columbia Select Global Equity Fund Class A
34.0%
Shared9 holdings
Total41
AUM$868M
Price$22.96
HAVGX
Haverford Quality Growth Stock Fund
32.3%
Shared14 holdings
Total34
AUM$304M
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PNOPX
Putnam Sustainable Leaders Fund
30.4%
Shared13 holdings
Total57
AUM$6.9B
Price$130.75
AFDIX
American Century Large Cap Equity Inv
30.2%
Shared21 holdings
Total99
AUM$3.1B
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PRBLX
Parnassus Core Equity Fund
29.9%
Shared10 holdings
Total38
AUM$24.1B
Price$61.61
LCGNX
William Blair Large Cap Growth N
29.8%
Shared9 holdings
Total35
AUM$2.8B
Price$29.00
TWBIX
American Century Balanced Fund
29.8%
Shared21 holdings
Total101
AUM$913M
Price$21.92
JRSAX
Janus Henderson U.S. Managed Volatility Fund Class A
29.4%
Shared13 holdings
Total85
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FMAGX
Fidelity Magellan
29.2%
Shared11 holdings
Total51
AUM$25.6B
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QGRPX
UBS US Quality Growth At Rsnbl Prc P
28.7%
Shared9 holdings
Total31
AUM$314M
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EWMCX
Evercore Equity Fund
28.6%
Shared8 holdings
Total31
AUM$522M
Price$43.08
NBSRX
Neuberger Quality Equity Fund Investor Class
28.4%
Shared9 holdings
Total37
AUM$3.6B
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FDEQX
Fidelity Disciplined Equity Fund
28.4%
Shared16 holdings
Total115
AUM$2.4B
Price$81.70
CVTRX
Calamos Growth & Income Fund Class A
28.3%
Shared16 holdings
Total89
AUM$3.5B
Price$59.90
TWCGX
American Century Growth Investor Class
28.0%
Shared14 holdings
Total72
AUM$16.0B
Price$62.16
JABAX
Janus Henderson Balanced Fund - T Shares
27.8%
Shared14 holdings
Total66
AUM$28.0B
Price$49.57
MFEGX
MFS Growth A
27.7%
Shared13 holdings
Total68
AUM$42.6B
Price$185.96
IICAX
AMF Large Cap Equity Fund
27.5%
Shared12 holdings
Total56
AUM$53M
Price$12.31
CVLOX
Calamos Global Growth and Income Fund Class A
27.5%
Shared7 holdings
Total51
AUM$387M
Price$14.81
EXEYX
Manning & Napier Fd, Inc. Equity Series Class S
27.2%
Shared8 holdings
Total40
AUM$54M
Price$14.58
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LSWWX | $2.8B | 37 | 32.7% | 21.8 | 5.6 | 4.3 | 29.1% | 19.9% | 0.98% | +19.5% | +24.6% | 59.9 | 6.1 |
| IGLGX | $868M | 41 | 55.5% | 26.0 | 4.9 | 3.9 | 22.5% | 14.9% | 0.90% | +22.8% | +50.5% | 65.5 | 6.5 |
| HAVGX | $304M | 34 | 117.2% | 13.0 | 3.9 | 4.0 | 34.7% | 31.2% | 1.44% | +28.2% | +26.0% | 53.9 | 6.4 |
| PNOPX | $6.9B | 57 | 46.3% | 16.2 | 4.7 | 4.4 | 33.2% | 27.0% | 1.11% | +27.7% | +48.4% | 55.9 | 6.4 |
| AFDIX | $3.1B | 99 | 40.4% | 11.4 | 3.6 | 3.8 | 36.4% | 33.6% | 1.19% | +23.4% | +37.5% | 57.8 | 6.4 |
| PRBLX | $24.1B | 38 | 44.9% | 14.3 | 4.2 | 4.3 | 34.5% | 30.0% | 1.11% | +27.3% | +31.9% | 57.4 | 6.5 |
| LCGNX | $2.8B | 35 | 66.6% | 13.8 | 4.3 | 4.3 | 36.6% | 31.4% | 0.64% | +24.8% | +36.8% | 54.6 | 6.2 |
| TWBIX | $913M | 101 | 24.8% | 11.4 | 3.5 | 3.8 | 36.5% | 33.6% | 1.19% | +23.5% | +37.5% | 57.8 | 6.4 |
| JRSAX | $633M | 85 | 43.0% | 14.7 | 3.8 | 3.7 | 29.5% | 25.5% | 1.03% | +25.7% | +39.4% | 59.3 | 6.5 |
| FMAGX | $25.6B | 51 | 43.1% | 5.7 | 1.8 | 2.0 | 36.2% | 35.0% | 0.86% | +24.9% | +31.9% | 61.1 | 6.4 |
| QGRPX | $314M | 31 | 64.7% | 5.6 | 1.9 | 2.3 | 39.3% | 41.9% | 0.75% | +20.1% | +43.6% | 67.0 | 6.7 |