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Morningstar

Loomis Sayles Global Allocation N LGMNX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Natixis Investment Hub

Morningstar’s Analysis LGMNX

Will LGMNX 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 LGMNX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Seasoned leaders shrewdly navigate a global opportunity set in this flexible approach to a balanced fund offering.

Associate Director Emory Zink

Emory Zink

Associate Director

Summary

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 Medalist Rating of Silver, and the most expensive share class is rated Bronze.

by Emory Zink
Rated on Published on

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