Loomis Sayles Global Allocation Fund - Loomis Sayles
Shareclass
Loomis Sayles Global Allocation Fund Class C (LGMCX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Loomis Sayles Global Allocation Fund - Loomis Sayles
FUND COVERAGE
# of holdings36
% of assets65%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Schneider Electric SE1.63%$45.28M
- 2. Mastercard Inc2.9%$80.81M
- 3. Hilton Worldwide Holdings Inc2.34%$65.1M
- 4. Halma PLC1.51%$42.1M
- 5. London Stock Exchange Group PLC1.22%$34.07M
- 6. JPMorgan Chase & Co2.04%$56.93M
- 7. Goldman Sachs Group Inc/The1.98%$55.17M
- 8. S&P Global Inc3.08%$85.67M
- 9. Blackrock Inc2.64%$73.55M
- 10. LVMH Moet Hennessy Louis Vuitton SE0.77%$21.31M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. O'Reilly Automotive Inc1.98%$55.09M
- 2. Builders FirstSource Inc0.27%$7.63M
- 3. Nomura Research Institute Ltd1.75%$48.76M
- 4. Parker-Hannifin Corp3.07%$85.62M
- 5. Costco Wholesale Corp1.59%$44.17M
- 6. Roper Technologies Inc1.72%$47.92M
- 7. Mettler-Toledo International Inc2.11%$58.87M
- 8. Home Depot Inc/The2.06%$57.51M
- 9. Linde PLC1.69%$47.17M
- 10. Chipotle Mexican Grill Inc0.31%$8.57M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Loomis Sayles Global Allocation Fund - Loomis Sayles
Totals
Holdings
Assets
Weight
Prisons
3.0
$219.86M
7.89%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
3.0
$186.97M
6.71%
Borders high risk
0.0
$0
0%
Total
4.0
$231.14M
8.3%
Holdings — 4 flagged holdings
1.
Alphabet Inc
:$91.06M
3.27%
2.
Amazon.com Inc
:$84.64M
3.04%
3.
Costco Wholesale Corp
$44.17M
1.59%
4.
Salesforce Inc
:$11.28M
0.4%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Loomis Sayles Global Allocation Fund - Loomis Sayles LGMCX
Environment
Social
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