Loomis Sayles Mutual Funds List

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

12 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
LGRNX	Loomis Sayles Growth Fund Class N	Large Cap Growth Equities	Feb 1, 2013	0.57%	-6.35%	15.18%	2.36%	3
LSBDX	Loomis Sayles Bond Fund	Multisector Bonds	May 15, 1991	0.67%	-1.33%	2.92%	3.92%	20
LSFIX	Loomis Sayles Fixed Income Fund	Multisector Bonds	Jan 16, 1995	0.58%	-0.42%	3.60%	4.72%	33
LSGBX	Loomis Sayles Global Bond Fund	Global Bonds	May 9, 1991	0.69%	-0.78%	0.60%	0.11%	9
LSGSX	Loomis Sayles Inflation Protected Securities Fund	Inflation-Protected Bonds	May 19, 1991	0.40%	0.09%	2.36%	3.83%	8
LSHIX	Loomis Sayles Institutional High Income Fund	High Yield Bonds	Jun 5, 1996	0.71%	2.10%	4.93%	5.65%	86
LSIGX	Loomis Sayles Investment Grade Fixed Income Fund	Intermediate Core-Plus Bond, Investment Grade Bonds	Jul 1, 1994	0.52%	-1.32%	2.53%	4.85%	15
LSIOX	Loomis Sayles High Income Opps Fund	High Yield Bonds	Apr 12, 2004	0.00%	2.33%	5.40%	6.82%	91
LSMIX	Loomis Sayles Small/Mid Cap Growth Fund	Mid Cap Growth Equities	Jun 30, 2015	0.99%	14.33%	11.32%	0.00%	43
LSSAX	Loomis Sayles Securitized Asset Fund	Intermediate Core Bond	Mar 2, 2006	0.00%	0.81%	2.36%	4.38%	64
LSSCX	Loomis Sayles Small Cap Value Fund	Small Cap Blend Equities	May 13, 1991	0.90%	20.28%	9.82%	14.55%	72
LSSIX	Loomis Sayles Small Cap Growth Fund	Small Cap Growth Equities	Dec 31, 1996	0.92%	20.13%	11.64%	6.35%	61

Explore top Loomis Sayles Mutual Fund Categories and Asset Classes

Loomis Sayles Bond Mutual funds Loomis Sayles Equity Mutual funds Loomis Sayles High Yield Bonds Mutual funds Loomis Sayles Multisector Bonds Mutual funds Loomis Sayles Global Bonds Mutual funds Loomis Sayles Inflation-Protected Bonds Mutual funds Loomis Sayles Intermediate Core Bond Mutual funds

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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Time Period

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
LSIOX	Loomis Sayles High Income Opps Fund	91	—	Apr 2004
LSHIX	Loomis Sayles Institutional High Income Fund	86	—	Jun 1996
LSSCX	Loomis Sayles Small Cap Value Fund	72	—	May 1991
LSSAX	Loomis Sayles Securitized Asset Fund	64	—	Mar 2006
LSSIX	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
LGRNX	Loomis Sayles Growth Fund Class N	10.11%	—	Feb 2013
LSSCX	Loomis Sayles Small Cap Value Fund	9.67%	—	May 1991
LSSIX	Loomis Sayles Small Cap Growth Fund	4.51%	—	Dec 1996
LSHIX	Loomis Sayles Institutional High Income Fund	3.73%	—	Jun 1996
LSIOX	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
LSGSX	Loomis Sayles Inflation Protected Securities Fund	0.40%	—	May 1991
LSIGX	Loomis Sayles Investment Grade Fixed Income Fund	0.52%	—	Jul 1994
LGRNX	Loomis Sayles Growth Fund Class N	0.57%	—	Feb 2013
LSFIX	Loomis Sayles Fixed Income Fund	0.58%	—	Jan 1995
LSBDX	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
LSSCX	Loomis Sayles Small Cap Value Fund	14.55%	—	May 1991
LSIOX	Loomis Sayles High Income Opps Fund	6.82%	—	Apr 2004
LSSIX	Loomis Sayles Small Cap Growth Fund	6.35%	—	Dec 1996
LSHIX	Loomis Sayles Institutional High Income Fund	5.65%	—	Jun 1996
LSIGX	Loomis Sayles Investment Grade Fixed Income Fund	4.85%	—	Jul 1994

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Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.