Loomis Sayles Global Equity and Income Fund Class A (LGMAX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 3.15% | 4.07% | -0.93% |
Year-to-Date | 3.37% | 5.97% | -2.60% |
1 Year | 12.92% | 0.00% | 12.92% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
21%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 21% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.18%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,471
Real cost (fees + lost compounding)
$1,823
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
96%
Return in excess of styles
(over past year)
-4.79%