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Loomis Sayles Funds Mutual Funds List

Here you can find all mutual funds issued by Loomis Sayles Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
11
Avg. Expense Ratio
0.58%
Avg. 1 Year Return
11.04%
Avg. 5 Year Return
2.69%
Median Risk/Return Score
34 / 100
Loomis Sayles Funds Mutual Funds List

11 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Loomis Sayles Bond FundMultisector BondsMay 15, 19910.67%
-0.19%
3.34%
3.87%
34
Loomis Sayles Fixed Income FundMultisector BondsJan 16, 19950.58%
0.33%
3.98%
4.69%
53
Loomis Sayles Global Bond FundGlobal BondsMay 9, 19910.69%
0.13%
0.90%
0.11%
11
Loomis Sayles Inflation Protected Securities FundInflation-Protected BondsMay 19, 19910.40%
1.24%
2.63%
2.65%
14
Loomis Sayles Institutional High Income FundHigh Yield BondsJun 5, 19960.71%
1.92%
5.39%
5.66%
76
Loomis Sayles Investment Grade Fixed Income FundIntermediate Core-Plus BondJul 1, 19940.52%
-0.01%
2.86%
4.73%
24
Loomis Sayles High Income Opps FundHigh Yield BondsApr 12, 20040.00%
2.16%
5.76%
6.76%
77
Loomis Sayles Small/Mid Cap Growth FundMid Cap Growth EquitiesJun 30, 20150.99%
9.20%
11.07%
0.00%
21
Loomis Sayles Securitized Asset FundIntermediate Core BondMar 2, 20060.00%
1.24%
2.52%
4.34%
50
Loomis Sayles Small Cap Value FundSmall Cap Blend EquitiesMay 13, 19910.90%
14.05%
9.63%
15.34%
33
Loomis Sayles Small Cap Growth FundSmall Cap Growth EquitiesDec 31, 19960.92%
15.20%
11.62%
6.62%
51

Rows per page

1–11 of 11

Explore top Loomis Sayles Funds Mutual Fund Categories and Asset Classes


Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best Loomis Sayles Funds Mutual funds by Risk/Return Score

The top Loomis Sayles Funds Mutual funds by PortfoliosLab Risk/Return Score are LSIOX (77) and LSHIX (76). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing Loomis Sayles Funds Mutual funds Over 5 Years

The top Loomis Sayles Funds Mutual funds is LSSCX (7.80%). Across the lineup, Loomis Sayles Funds Mutual funds show an average 1-year return of 11.04% and an average 5-year return of 2.69%, providing a clearer view of performance across different investment horizons.

Lowest-Cost Loomis Sayles Funds Mutual funds

The top Loomis Sayles Funds Mutual funds is LSGSX (0.40%). With an average expense ratio of 0.58%, Loomis Sayles Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield Loomis Sayles Funds Mutual funds

The top Loomis Sayles Funds Mutual funds is LSSCX (15.34%). Across the lineup, Loomis Sayles Funds Mutual funds show an average dividend yield of 4.98%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

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