Loomis Sayles Growth Fund (LGRRX) 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 LGRRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LGRRX
LGRRX charges 0.92% annually. There are 253 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 | LGRRX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | LGRRX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | LGRRX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | LGRRX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | LGRRX vs VIGAX |
Best Risk-Adjusted Alternatives to LGRRX
LGRRX 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 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | LGRRX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | LGRRX vs ONERX | |
| Chase Growth Fund | 89 | — | Dec 1997 | LGRRX vs CHASX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | LGRRX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | LGRRX vs FOCKX |
Top Performing LGRRX Alternatives (YTD)
LGRRX is at -3.46% YTD. There are 402 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 | LGRRX vs ONERX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | LGRRX vs IOLZX | |
| Chase Growth Fund | 27.22% | — | Dec 1997 | LGRRX vs CHASX | |
| Chase Growth Fund Institutional Class | 27.15% | — | Jan 2007 | LGRRX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.01% | — | Feb 2017 | LGRRX vs FUMIX |
Lowest Volatility Alternatives to LGRRX
LGRRX has 17.68% 1-year volatility. There are 269 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | LGRRX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | LGRRX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.06% | — | Dec 2015 | LGRRX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | LGRRX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | LGRRX vs GQEPX |
Lowest Drawdown Alternatives to LGRRX
LGRRX has a 1-year max drawdown of -17.93%. There are 336 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 | LGRRX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | LGRRX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | LGRRX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | LGRRX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | LGRRX vs DNVYX |
Other Mutual Funds from Natixis
The 10 most viewed Natixis mutual funds shown here include LSGRX, GAFYX, LSIIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 5 | -3.31% | — | May 1991 | LGRRX vs LSGRX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 66 | 9.74% | — | Sep 2008 | LGRRX vs GAFYX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market | 15 | -0.24% | — | Dec 1996 | LGRRX vs LSIIX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 23 | -0.13% | — | Nov 1973 | LGRRX vs NEFRX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 12 | 1.03% | — | Mar 2016 | LGRRX vs ESGYX | |
| Gateway Fund | Options Trading | 73 | 5.12% | — | Dec 1977 | LGRRX vs GATEX | |
| Gateway Equity Call Premium Fund | Options Trading | 86 | 6.96% | — | Sep 2014 | LGRRX vs GCPYX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 12 | 0.34% | — | Jul 1994 | LGRRX vs NEFSX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 19 | 2.51% | — | May 1931 | LGRRX vs NEFOX | |
| Gateway Fund Class Y Shares | Options Trading | 75 | 5.23% | — | — | LGRRX vs GTEYX |
Often Compared With LGRRX
Investors most often compare LGRRX with JAGTX, FBGRX, FCNTX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare LGRRX with Any Fund or Stock
Compare LGRRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LGRRX with funds that move differently
Loomis Sayles Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LGRRX.
Explore LGRRX Diversifiers