Loomis Sayles Global Equity and Income Fund

Scorecard
4 / 5 Stars
Lipper
4 5 2 3 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

U.S. News evaluated 120 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 17.58 percent over the past year, 7.84 percent over the past three years, 14.59 percent over the past five years, and 9.00 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.5%
1 Year 17.6%
3 Years (Annualized) 7.8%
5 Years (Annualized) 14.6%
10 Years (Annualized) 9.0%

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Summary

The investment seeks high total investment return through a combination of capital appreciation and current income. Under normal market conditions, the fund will invest at least 80% of its net assets in equity and fixed-income securities of U.S. and foreign issuers. Equity securities purchased by the fund may include common stocks, preferred stocks, depositary receipts, warrants, securities convertible into common or preferred stocks, interests in real estate investment trusts ("REITs") and/or real estate-related securities and other equity-like interests in an issuer.

Fees

Fees are Low compared to funds in the same category.
Loomis Sayles Global Equity and Income Fund has an expense ratio of 1.93 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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