Loomis Sayles Mutual Funds List
Here you can find all mutual funds issued by Loomis Sayles and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 12
- Avg. Expense Ratio
- 0.58%
- Avg. 1 Year Return
- 8.10%
- Avg. 5 Year Return
- 3.13%
- Median Risk/Return Score
- 38 / 100
Loomis Sayles Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Loomis Sayles Institutional High Income Fund | High Yield Bonds | Jun 5, 1996 | 0.71% | 2.10% | 4.93% | 5.65% | 86 | ||||||||
| Loomis Sayles High Income Opps Fund | High Yield Bonds | Apr 12, 2004 | 0.00% | 2.33% | 5.40% | 6.82% | 91 |
Explore top Loomis Sayles 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.
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5 Years
Best Loomis Sayles Mutual funds by Risk/Return Score
The top Loomis Sayles Mutual funds by PortfoliosLab Risk/Return Score are LSIOX (91) and LSHIX (86).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Loomis Sayles High Income Opps Fund | 91 | — | Apr 2004 | |
| Loomis Sayles Institutional High Income Fund | 86 | — | Jun 1996 | |
| Loomis Sayles Small Cap Value Fund | 72 | — | May 1991 | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | |
| Loomis Sayles Small Cap Growth Fund | 61 | — | Dec 1996 |
Best-Performing Loomis Sayles Mutual funds Over 5 Years
The top Loomis Sayles Mutual funds is LGRNX (10.11%).
Across the lineup, Loomis Sayles Mutual funds show an average 1-year return of 8.10% and an average 5-year return of 3.13%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Loomis Sayles Growth Fund Class N | 10.11% | — | Feb 2013 | |
| Loomis Sayles Small Cap Value Fund | 9.67% | — | May 1991 | |
| Loomis Sayles Small Cap Growth Fund | 4.51% | — | Dec 1996 | |
| Loomis Sayles Institutional High Income Fund | 3.73% | — | Jun 1996 | |
| Loomis Sayles High Income Opps Fund | 3.53% | — | Apr 2004 |
Lowest-Cost Loomis Sayles Mutual funds
The top Loomis Sayles Mutual funds is LSGSX (0.40%).
With an average expense ratio of 0.58%, Loomis Sayles Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Loomis Sayles Inflation Protected Securities Fund | 0.40% | — | May 1991 | |
| Loomis Sayles Investment Grade Fixed Income Fund | 0.52% | — | Jul 1994 | |
| Loomis Sayles Growth Fund Class N | 0.57% | — | Feb 2013 | |
| Loomis Sayles Fixed Income Fund | 0.58% | — | Jan 1995 | |
| Loomis Sayles Bond Fund | 0.67% | — | May 1991 |
Highest-Yield Loomis Sayles Mutual funds
The top Loomis Sayles Mutual funds is LSSCX (14.55%).
Across the lineup, Loomis Sayles Mutual funds show an average dividend yield of 4.80%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Loomis Sayles Small Cap Value Fund | 14.55% | — | May 1991 | |
| Loomis Sayles High Income Opps Fund | 6.82% | — | Apr 2004 | |
| Loomis Sayles Small Cap Growth Fund | 6.35% | — | Dec 1996 | |
| Loomis Sayles Institutional High Income Fund | 5.65% | — | Jun 1996 | |
| Loomis Sayles Investment Grade Fixed Income Fund | 4.85% | — | Jul 1994 |
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