Loomis Sayles Senior Floating Rate and Fixed Income is one of the most aggressive strategies in the bank-loan Morningstar Category, and it does not have an identifiable advantage based on the resources backing it or its investment approach. It earns a Morningstar Analyst Rating of Neutral for most share classes and Negative for its most expensive C share class.
Will LSFYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSFYX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LSFYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LSFYX’s parent organization’s priorities and whether they’re in line with investors’ interests.