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 a closer substitute for your current allocation.
Cheapest Alternatives to LGI
LGI charges 0.02% annually. There are 2 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Global Advantage and Premium Opportunity Fund | 0.01% | — | Oct 2005 | LGI vs IGA | |
| Highland Global Allocation Fund | 0.02% | — | Jan 1998 | LGI vs HGLB | |
| GMO Implementation Fund | 0.02% | — | Feb 2012 | LGI vs GIMFX | |
| Dimensional Multi-Asset Fund | 0.04% | — | Dec 2009 | LGI vs DMO | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | LGI vs GGSIX |
Best Risk-Adjusted Alternatives to LGI
LGI has a PortfoliosLab risk / return rank of 29. There are 76 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 97 | — | Dec 2002 | LGI vs TIBAX | |
| GMO Benchmark-Free Fund | 95 | — | Jun 2011 | LGI vs GBFFX | |
| Principal Diversified Select Real Asset Fund | 95 | — | Jul 2019 | LGI vs PDSYX | |
| GMO Implementation Fund | 95 | — | Feb 2012 | LGI vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 95 | — | Jul 2003 | LGI vs GBMFX |
Top Performing LGI Alternatives (YTD)
LGI is at 11.74% YTD. There are 14 mutual funds in the Global Allocation category with higher YTD returns, going as high as 22.73%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Dynamic Income Fund | 22.73% | — | Jun 2007 | LGI vs CHW | |
| Calamos Global Total Return Fund | 21.26% | — | Oct 2005 | LGI vs CGO | |
| Thornburg Investment Income Builder Fund | 16.02% | — | Dec 2002 | LGI vs TIBAX | |
| Nuveen Multi-Asset Income Fund | 14.86% | — | Nov 2021 | LGI vs NMAI | |
| Wilmington Real Asset Fund | 14.45% | — | Jun 2003 | LGI vs WMRIX |
Lowest Volatility Alternatives to LGI
LGI has 16.50% 1-year volatility. There are 81 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.04% | — | Jul 2019 | LGI vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.43% | — | Dec 2017 | LGI vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.65% | — | Mar 2011 | LGI vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.89% | — | Sep 2011 | LGI vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.94% | — | Dec 2011 | LGI vs PMFYX |
Lowest Drawdown Alternatives to LGI
LGI has a 1-year max drawdown of -21.25%. There are 83 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | LGI vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -2.60% | — | Mar 2011 | LGI vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | LGI vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | LGI vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | LGI vs MSTGX |
Other Mutual Funds from Lazard
The 10 most viewed Lazard mutual funds shown here include GLIFX, LZEMX, GLFOX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Lazard Global Listed Infrastructure Portfolio Inst... | Global Equities | 41 | 8.13% | — | — | LGI vs GLIFX | |
| Lazard Emerging Markets Equity Portfolio | Emerging Markets Diversified | 93 | 22.81% | — | Jul 1994 | LGI vs LZEMX | |
| Lazard Global Listed Infrastructure Portfolio Open... | Global Equities | 40 | 8.05% | — | Dec 2009 | LGI vs GLFOX | |
| Lazard International Strategic Equity Portfolio R6 | Foreign Large Cap Equities | 23 | 10.52% | — | Oct 2005 | LGI vs LISIX | |
| Lazard International Quality Growth Portfolio | Foreign Large Cap Equities | 2 | -2.69% | — | Dec 2018 | LGI vs ICMPX | |
| Lazard US Equity Focus Portfolio | Large Cap Blend Equities | 45 | 8.10% | — | Dec 2004 | LGI vs LZUSX | |
| Lazard US Short Duration Fixed Income Portfolio | Ultrashort Bond | — | — | — | Feb 2011 | LGI vs UMNIX | |
| Lazard International Equity Portfolio | Foreign Large Cap Equities | 34 | 8.69% | — | Oct 1991 | LGI vs LZIEX | |
| Lazard International Small Cap Equity Portfolio | Foreign Small & Mid Cap Equities | 52 | 22.00% | — | Nov 1993 | LGI vs LZISX | |
| Lazard Real Assets Portfolio | Global Allocation | 82 | 11.94% | — | Dec 2016 | LGI vs RALIX |
Often Compared With LGI
Investors most often compare LGI with FPF, ASGI, AOD. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare LGI with Any Fund or Stock
Compare LGI with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LGI with funds that move differently
Lazard Global Total Return and Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LGI.
Explore LGI Diversifiers