Loomis Sayles Growth Fund Class C (LGRCX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LGRCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LGRCX
LGRCX charges 1.65% annually. There are 400 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | LGRCX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | LGRCX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | LGRCX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | LGRCX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | LGRCX vs VRGWX |
Best Risk-Adjusted Alternatives to LGRCX
LGRCX has a PortfoliosLab risk / return rank of 4. There are 391 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | LGRCX vs VPMCX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | LGRCX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | LGRCX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | LGRCX vs ONERX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | LGRCX vs VHCAX |
Top Performing LGRCX Alternatives (YTD)
LGRCX is at -3.91% YTD. There are 406 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | LGRCX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.14% | — | Feb 2004 | LGRCX vs RYGRX | |
| ICON Equity Fund | 27.60% | — | Oct 2002 | LGRCX vs IOLZX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | LGRCX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.21% | — | Jan 2007 | LGRCX vs CHAIX |
Lowest Volatility Alternatives to LGRCX
LGRCX has 17.69% 1-year volatility. There are 277 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.87% | — | Sep 2019 | LGRCX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.70% | — | Jan 2005 | LGRCX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | LGRCX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.19% | — | Apr 2010 | LGRCX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | LGRCX vs GQEPX |
Lowest Drawdown Alternatives to LGRCX
LGRCX has a 1-year max drawdown of -18.16%. There are 346 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | LGRCX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | LGRCX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | LGRCX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | LGRCX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | LGRCX vs DNVYX |
Other Mutual Funds from Natixis
The 10 most viewed Natixis mutual funds shown here include LSGRX, LSIIX, GAFYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 5 | -3.40% | — | May 1991 | LGRCX vs LSGRX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market | 14 | 0.07% | — | Dec 1996 | LGRCX vs LSIIX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 60 | 9.39% | — | Sep 2008 | LGRCX vs GAFYX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 5 | -3.56% | — | Feb 2013 | LGRCX vs LGRRX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 20 | 0.05% | — | Nov 1973 | LGRCX vs NEFRX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 11 | 1.44% | — | Mar 2016 | LGRCX vs ESGYX | |
| Gateway Fund | Options Trading | 73 | 4.98% | — | Dec 1977 | LGRCX vs GATEX | |
| Gateway Equity Call Premium Fund | Options Trading | 85 | 6.64% | — | Sep 2014 | LGRCX vs GCPYX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 13 | 0.58% | — | Jul 1994 | LGRCX vs NEFSX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 20 | 2.71% | — | May 1931 | LGRCX vs NEFOX |
Often Compared With LGRCX
Investors most often compare LGRCX with JLGMX, SCHG, VONG. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare LGRCX with Any Fund or Stock
Compare LGRCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LGRCX with funds that move differently
Loomis Sayles Growth Fund Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LGRCX.
Explore LGRCX Diversifiers