Loomis Sayles Global Allocation Fund - Loomis Sayles
Shareclass
Loomis Sayles Global Allocation Fund Class N (LGMNX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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 LGMNX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Schneider Electric SE1.63% of assets$45.28M invested
- 2. Mastercard Inc2.9% of assets$80.81M invested
- 3. Hilton Worldwide Holdings Inc2.34% of assets$65.1M invested
- 4. Halma PLC1.51% of assets$42.1M invested
- 5. London Stock Exchange Group PLC1.22% of assets$34.07M invested
- 6. JPMorgan Chase & Co2.04% of assets$56.93M invested
- 7. Goldman Sachs Group Inc/The1.98% of assets$55.17M invested
- 8. S&P Global Inc3.08% of assets$85.67M invested
- 9. Blackrock Inc2.64% of assets$73.55M invested
- 10. LVMH Moet Hennessy Louis Vuitton SE0.77% of assets$21.31M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Taiwan Semiconductor Manufacturing Co Ltd3.52% of assets$98.02M invested
- 2. O'Reilly Automotive Inc1.98% of assets$55.09M invested
- 3. Builders FirstSource Inc0.27% of assets$7.63M invested
- 4. Nomura Research Institute Ltd1.75% of assets$48.76M invested
- 5. Parker-Hannifin Corp3.07% of assets$85.62M invested
- 6. Costco Wholesale Corp1.59% of assets$44.17M invested
- 7. Roper Technologies Inc1.72% of assets$47.92M invested
- 8. Mettler-Toledo International Inc2.11% of assets$58.87M invested
- 9. Home Depot Inc/The2.06% of assets$57.51M invested
- 10. Linde PLC1.69% of assets$47.17M invested
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