Posted inHead To Head

HEAD-TO-HEAD: Fidelity versus Loomis Sayles

FSA compares two US equity products: the Fidelity America Fund and the Loomis Sayles US Growth Equity Fund.
by Rupert Walker

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Conclusion

Morningstar has awarded both products three stars based on historical returns, and gives the Fidelity fund a forward-looking analyst rating of neutral and a silver rating to the Loomis Sayles strategy.

But, Tsymbaluk has no particular preference between the strategies.

“These are two different styles of investing, although we have a higher rating on the Loomis Sayles given the experience and stability of the team, as well as a methodical and research-intensive process that has been proven through time,” said Tsymbaluk.

“On the other hand, the Fidelity product has recently seen a lead manager change which creates uncertainty,” she said.

“The two funds can be paired together to achieve core US equity exposure, given Loomis Sayles’ quality growth approach and Fidelity’s value tilt, mid-cap bias and absence of FAANG holdings,” Tsymbaluk concluded.

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