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Loomis Sayles Global Allocation Y LSWWX

Analyst rating as of
  • NAV / 1-Day Return 21.45  /  0.99 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.870%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.00
  • Turnover 35%

Morningstar’s Analysis LSWWX

Will LSWWX outperform in future?

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

A flexible approach to global markets.

Associate Director

Summary

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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.

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