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Morningstar

Loomis Sayles Global Bond Instl LSGBX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 14.34  /  0.21 %
  • Total Assets 541.1 Mil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Effective Duration 6.36 years

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

Morningstar’s Analysis LSGBX

Will LSGBX 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 LSGBX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the LSGBX 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 LSGBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Loomis Sayles Global Bond Instl's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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