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 earns a Bronze rating.
Loomis Sayles Global Allocation Y LSWWX
NAV / 1-Day Return
25.68
/
0.35
%
Total Assets
4.6 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.900%
Expense Ratio
0.900%
Fee Level
Average
Longest Manager Tenure
21.40
years
Category
World Allocation
Investment Style
Large GrowthCredit Quality / Interest Rate Sensitivity
Low / LimitedStatus
Open
TTM Yield
0.08%
Turnover
45%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
This strategy is doing something right.
