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Morningstar

Loomis Sayles Global Allocation Y LSWWX Fund Analysis

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

Morningstar’s Analysis LSWWX

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

  • People Pillar

    The People Pillar is our evaluation of the LSWWX 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 LSWWX’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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