LSWWX – Fund Analysis – Loomis Sayles Global Allocation Y | Morningstar

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Will LSWWX outperform in future?

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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 nimble global portfolio with top management.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

Loomis Sayles Global Allocation boasts seasoned managers who expertly wield the strategy’s flexible, high-conviction approach.

by Stephen Margaria

Rated on Jun 26, 2024 Published on Jun 26, 2024

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