Effective March 1, 2021, Loomis Sayles bond-fund legend Dan Fuss will step away from his portfolio management duties. That date will coincide with his 45th anniversary at the firm.
Will LBFAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of LBFAX’s parent organization’s priorities and whether they’re in line with investors’ interests.