Loomis Sayles Growth benefits from an experienced manager, a stable dedicated analyst team, and a methodical and research-intensive process. The Morningstar Analyst Rating for its cheapest share class is upgraded to Gold, while others range from Silver to Bronze, depending on fees.
Will LGRRX 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 LGRRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LGRRX 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 LGRRX’s parent organization’s priorities and whether they’re in line with investors’ interests.