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Loomis Sayles Sr Floating Rate and F/I Y LSFYX Fund Analysis

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

Morningstar’s Analysis LSFYX

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

  • People Pillar

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

The price of yield.

Associate Director Brian Moriarty

Brian Moriarty

Associate Director

Summary

Loomis Sayles Senior Floating Rate and Fixed Income’s aggressive profile hasn’t led to a clear advantage over competitors. It earns a Morningstar Medalist Rating of Neutral for most share classes and Negative for its most expensive C share class.

by Brian Moriarty
Rated on Published on

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