Lazard Global Total Return and Income Fund (LGI) Alternatives
Lazard Global Total Return and Income Fund (LGI) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LGI. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to LGI
LGI charges 0.02% annually. Among mutual funds in the Global Allocation category, these options have the lowest expense ratios among LGI alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Voya Global Advantage and Premium Opportunity Fund | 0.01% | Oct 26, 2005 | LGI vs IGA | |
| Highland Global Allocation Fund | 0.02% | Jan 5, 1998 | LGI vs HGLB | |
| GMO Implementation Fund | 0.02% | Feb 29, 2012 | LGI vs GIMFX | |
| Dimensional Multi-Asset Fund | 0.04% | Dec 11, 2009 | LGI vs DMO | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | Jan 1, 1998 | LGI vs GGSIX |
Best Risk-Adjusted Alternatives to LGI
Among mutual funds in the Global Allocation category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | Dec 23, 2002 | LGI vs TIBAX | |
| Hartford Real Asset Fund | 97 | May 27, 2010 | LGI vs HRLYX | |
| GMO Benchmark-Free Fund | 97 | Jun 14, 2011 | LGI vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 96 | Jul 22, 2003 | LGI vs GBMFX | |
| GMO Implementation Fund | 96 | Feb 29, 2012 | LGI vs GIMFX |
Top Performing LGI Alternatives (YTD)
LGI alternatives from the Global Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Allspring Absolute Return Fund | 14.79% | Feb 29, 2012 | LGI vs WARAX | |
| Hartford Real Asset Fund | 10.68% | May 27, 2010 | LGI vs HRLYX | |
| Wilmington Real Asset Fund | 10.27% | Jun 30, 2003 | LGI vs WMRIX | |
| Cohen & Steers Real Assets Fund Inc | 10.26% | Jan 30, 2012 | LGI vs RAPZX | |
| Principal Diversified Real Asset Fund | 9.23% | Mar 15, 2010 | LGI vs PDRDX |
Lowest Volatility Alternatives to LGI
LGI alternatives from the Global Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| PFG BNY Mellon Diversifier Strategy Fund | 4.95% | Dec 10, 2017 | LGI vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.78% | Mar 24, 2011 | LGI vs LFMIX | |
| MH Elite Income Fund of Funds | 6.46% | Aug 14, 2011 | LGI vs MHEIX | |
| Principal Diversified Select Real Asset Fund | 6.83% | Jul 2, 2019 | LGI vs PDSYX | |
| Nuveen Real Asset Income Fund | 6.94% | Sep 12, 2011 | LGI vs NRIIX |
Lowest Drawdown Alternatives to LGI
LGI alternatives from the Global Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| LoCorr Macro Strategies Fund Class I | -3.08% | Mar 24, 2011 | LGI vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -4.21% | Dec 10, 2017 | LGI vs PFADX | |
| MH Elite Income Fund of Funds | -4.54% | Aug 14, 2011 | LGI vs MHEIX | |
| Allspring Absolute Return Fund | -5.06% | Feb 29, 2012 | LGI vs WARAX | |
| Principal Diversified Select Real Asset Fund | -5.32% | Jul 2, 2019 | LGI vs PDSYX |
Other Mutual Funds from Lazard
Most popular Lazard mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Lazard Global Listed Infrastructure Portfolio Inst... | Global Equities | 93 | 5.89% | — | LGI vs GLIFX | |
| Lazard Emerging Markets Equity Portfolio | Emerging Markets Diversified | 96 | 5.00% | Jul 14, 1994 | LGI vs LZEMX | |
| Lazard Global Listed Infrastructure Portfolio Open... | Global Equities | 93 | 5.88% | Dec 31, 2009 | LGI vs GLFOX | |
| Lazard International Strategic Equity Portfolio R6 | Foreign Large Cap Equities | 36 | -4.73% | Oct 31, 2005 | LGI vs LISIX | |
| Lazard US Equity Concentrated Portfolio | Large Cap Blend Equities | 17 | -8.39% | Sep 30, 2005 | LGI vs LEVIX | |
| Lazard US Equity Focus Portfolio | Large Cap Blend Equities | 28 | -7.32% | Dec 30, 2004 | LGI vs LZUSX | |
| Lazard International Quality Growth Portfolio | Foreign Large Cap Equities | 3 | -11.59% | Dec 30, 2018 | LGI vs ICMPX | |
| Lazard US Short Duration Fixed Income Portfolio | Ultrashort Bond | 92 | 0.04% | Feb 28, 2011 | LGI vs UMNIX | |
| Lazard International Equity Portfolio | Foreign Large Cap Equities | 67 | -2.03% | Oct 29, 1991 | LGI vs LZIEX | |
| Lazard Real Assets Portfolio | Global Allocation | 86 | 7.89% | Dec 29, 2016 | LGI vs RALIX |
Often Compared With LGI
What investors most often compare with LGI, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| First Trust Intermediate Duration Preferred and In... | Preferred Stock/Convertible Bonds | 14 | -4.04% | Apr 1, 2009 | LGI vs FPF | |
| Abrdn Total Dynamic Dividend Fund | 78 | -2.57% | Jan 26, 2007 | LGI vs AOD | ||
| Abrdn Global Infrastructure Income Fund | Industrials Equities | 89 | 2.90% | Jul 29, 2020 | LGI vs ASGI | |
| T. Rowe Price Total Return Fund Class I | Global Allocation | 77 | -10.19% | Sep 28, 2001 | LGI vs TTMIX |
Compare LGI with Any Fund or Stock
Compare LGI with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.