LBFAX – Fund Analysis – Loomis Sayles Bond Admin | Morningstar

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Will LBFAX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LBFAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the LBFAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of LBFAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Playing the the long game.

Principal Brian Moriarty

Brian Moriarty

Principal

Summary

Loomis Sayles Bond continues to benefit from an impressive management team supported by robust resources.

by Brian Moriarty

Rated on Feb 27, 2025 Published on Feb 27, 2025

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