Advertisement
Skip to Content
Morningstar

Loomis Sayles Global Allocation C LGMCX Fund Analysis

Morningstar Analyst Rating
| Analyst rating as of | See Natixis Investment Hub

Morningstar’s Analysis LGMCX

Will LGMCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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

People Pillar

The People Pillar is our evaluation of the LGMCX 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 LGMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A flexible approach to global markets.

Associate Director

Summary

| by Emory Zink

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.

Unlock our full analysis with Morningstar Investor