The compelling team behind Loomis Sayles Global Allocation executes a best-ideas portfolio through a combination of bottom-up fundamental security selection and collaborative relative-value discussions. The cheapest share classes earn a Morningstar Analyst Rating of Silver, and the most-expensive share class is rated Bronze.
Morningstar’s Fund Analysis LGMAX
Will LGMAX 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 LGMAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LGMAX 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 LGMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.