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 | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | LGRNX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | LGRNX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | LGRNX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | LGRNX vs VIGAX |
Best Risk-Adjusted Alternatives to LGRNX
LGRNX has a PortfoliosLab risk / return rank of 6. There are 374 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 94 | 92.00B | Nov 1984 | LGRNX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | LGRNX vs POGRX | |
| Fidelity OTC Portfolio Class K | 92 | — | May 2008 | LGRNX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | LGRNX vs FOCPX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 91 | 31.20B | Nov 2001 | LGRNX vs VHCAX |
Top Performing LGRNX Alternatives (YTD)
LGRNX is at -4.53% YTD. There are 396 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 66.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 66.30% | — | Mar 2020 | LGRNX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 33.25% | — | Feb 2004 | LGRNX vs RYGRX | |
| Fidelity Focused Stock Fund | 32.07% | — | Nov 1996 | LGRNX vs FTQGX | |
| Fidelity SAI U.S. Momentum Index Fund | 30.85% | — | Feb 2017 | LGRNX vs FUMIX | |
| Columbia Global Technology Growth Fund Class A | 30.84% | — | Nov 2000 | LGRNX vs CTCAX |
Lowest Volatility Alternatives to LGRNX
LGRNX has 17.46% 1-year volatility. There are 289 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.48% | — | Sep 2019 | LGRNX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.67% | — | Jan 2005 | LGRNX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.85% | — | Dec 2015 | LGRNX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | LGRNX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.40% | — | Jan 1991 | LGRNX vs BLUEX |
Lowest Drawdown Alternatives to LGRNX
LGRNX has a 1-year max drawdown of -17.81%. There are 334 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, FCGSX, GQEPX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 70 | 11.06% | — | Jun 2012 | LGRNX vs TVRIX | |
| Fidelity Series Growth Company Fund | Large Cap Growth Equities | 90 | 23.73% | — | Nov 2013 | LGRNX vs FCGSX | |
| GQG Partners US Select Quality Equity Fund Investo... | Large Cap Growth Equities | 4 | 2.45% | — | Sep 2018 | LGRNX vs GQEPX | |
| TIAA-CREF Large-Cap Growth Index Fund | Large Cap Growth Equities | 22 | 4.46% | — | Oct 2002 | LGRNX vs TILIX | |
| Fidelity OTC K6 Portfolio | Large Cap Growth Equities | 84 | 26.16% | — | Jun 2019 | LGRNX vs FOKFX | |
| ICON Equity Fund | Large Cap Growth Equities | 84 | 30.41% | — | Oct 2002 | LGRNX vs IOLZX |
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