Skip to Content

Loomis Sayles Global Allocation Y LSWWX

Analyst rating as of
NAV / 1-Day Return
30.04  /  0.60 %
Total Assets
5.0 Bil
Adj. Expense Ratio
0.900%
Expense Ratio
0.900%
Fee Level
Average
Longest Manager Tenure
21.26 years
Category
World Allocation
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
0.60%
Turnover
45%
Premium

Morningstar’s Analysis

Will LSWWX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This strategy is doing something right.

Associate Director

Summary

| |

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.

Unlock our full analysis with Morningstar Premium