Loomis Sayles Growth Fund Class N (LGRNX) 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 LGRNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LGRNX
LGRNX charges 0.57% annually. There are 76 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 | LGRNX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | LGRNX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | LGRNX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | LGRNX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | LGRNX vs VRGWX |
Best Risk-Adjusted Alternatives to LGRNX
LGRNX has a PortfoliosLab risk / return rank of 5. There are 384 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 | LGRNX vs VPMCX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | LGRNX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | LGRNX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | LGRNX vs ONERX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | LGRNX vs VHCAX |
Top Performing LGRNX Alternatives (YTD)
LGRNX is at -3.39% YTD. There are 403 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 | LGRNX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.14% | — | Feb 2004 | LGRNX vs RYGRX | |
| ICON Equity Fund | 27.60% | — | Oct 2002 | LGRNX vs IOLZX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | LGRNX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.21% | — | Jan 2007 | LGRNX vs CHAIX |
Lowest Volatility Alternatives to LGRNX
LGRNX has 17.68% 1-year volatility. There are 275 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 | LGRNX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.70% | — | Jan 2005 | LGRNX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | LGRNX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.19% | — | Apr 2010 | LGRNX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | LGRNX vs GQEPX |
Lowest Drawdown Alternatives to LGRNX
LGRNX has a 1-year max drawdown of -17.81%. There are 333 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 | LGRNX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | LGRNX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | LGRNX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | LGRNX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | LGRNX vs DNVYX |
Often Compared With LGRNX
Investors most often compare LGRNX with TVRIX, BLUEX, FCGSX. These 12 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare LGRNX with Any Fund or Stock
Compare LGRNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LGRNX with funds that move differently
Loomis Sayles Growth Fund Class N alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LGRNX.
Explore LGRNX Diversifiers