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Morningstar

Loomis Sayles Global Allocation Y LSWWX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

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.

A flexible approach to global markets.

Associate Director

Summary

| by Emory Zink

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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