Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFYX) Alternatives
Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFYX) belongs to the Bank Loan category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LSFYX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to LSFYX
LSFYX charges 0.80% annually. Among mutual funds in the Bank Loan category, these options have the lowest expense ratios among LSFYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 0.41% | Jan 31, 2017 | LSFYX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | Mar 16, 2008 | LSFYX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | Oct 14, 2014 | LSFYX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | Jan 30, 2008 | LSFYX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | Dec 30, 2007 | LSFYX vs LFRIX |
Best Risk-Adjusted Alternatives to LSFYX
Among mutual funds in the Bank Loan category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | 100 | Jun 8, 2023 | LSFYX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 98 | Sep 29, 2016 | LSFYX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | 94 | Feb 28, 2006 | LSFYX vs SAMBX | |
| Delaware Floating Rate Fund | 94 | Feb 25, 2010 | LSFYX vs DDFLX | |
| Payden Floating Rate Fund | 94 | Nov 10, 2013 | LSFYX vs PYFRX |
Top Performing LSFYX Alternatives (YTD)
LSFYX alternatives from the Bank Loan category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | 1.80% | Jun 8, 2023 | LSFYX vs CAPIX | |
| Victory Floating Rate Fund | 1.46% | Dec 30, 2009 | LSFYX vs RSFYX | |
| Federated Hermes Project and Trade Finance Tender ... | 1.41% | Jan 31, 2017 | LSFYX vs XPTFX | |
| RiverPark Floating Rate CMBS Fund | 0.88% | Sep 29, 2016 | LSFYX vs RCRIX | |
| DWS Floating Rate Fund | 0.51% | Jun 28, 2007 | LSFYX vs DFRTX |
Lowest Volatility Alternatives to LSFYX
LSFYX alternatives from the Bank Loan category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | 1.21% | Jun 8, 2023 | LSFYX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 1.54% | Sep 29, 2016 | LSFYX vs RCRIX | |
| BNY Mellon Floating Rate Income Fund | 1.99% | Sep 26, 2013 | LSFYX vs DFLYX | |
| Payden Floating Rate Fund | 2.04% | Nov 10, 2013 | LSFYX vs PYFRX | |
| Shenkman Capital Floating Rate High Income Fund | 2.16% | Oct 14, 2014 | LSFYX vs SFHIX |
Lowest Drawdown Alternatives to LSFYX
LSFYX alternatives from the Bank Loan category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | -0.37% | Jun 8, 2023 | LSFYX vs CAPIX | |
| Federated Hermes Floating Rate Strat Inc Fund | -1.40% | Dec 2, 2010 | LSFYX vs FFRSX | |
| Pioneer Floating Rate Fund | -1.64% | Feb 13, 2007 | LSFYX vs FLYRX | |
| Delaware Floating Rate Fund | -1.65% | Feb 25, 2010 | LSFYX vs DDFLX | |
| BNY Mellon Floating Rate Income Fund | -1.73% | Sep 26, 2013 | LSFYX vs DFLYX |
Other Mutual Funds from Natixis
Most popular Natixis mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 9 | -14.81% | May 16, 1991 | LSFYX vs LSGRX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 9 | -14.90% | Feb 1, 2013 | LSFYX vs LGRRX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 36 | 0.17% | Sep 29, 2008 | LSFYX vs GAFYX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 11 | -9.28% | Mar 30, 2016 | LSFYX vs ESGYX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market | 32 | -1.33% | Dec 31, 1996 | LSFYX vs LSIIX | |
| Gateway Fund | Options Trading | 26 | -4.72% | Dec 6, 1977 | LSFYX vs GATEX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 67 | -0.64% | Nov 7, 1973 | LSFYX vs NEFRX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 15 | -9.40% | Jul 7, 1994 | LSFYX vs NEFSX | |
| Gateway Fund Class Y Shares | Options Trading | 27 | -4.67% | — | LSFYX vs GTEYX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 16 | -4.12% | May 6, 1931 | LSFYX vs NEFOX |
Often Compared With LSFYX
What investors most often compare with LSFYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Senior Income Trust | 36 | 2.05% | — | LSFYX vs VVR | ||
| Pacific Funds Floating Rate Income | Bank Loan | 93 | -1.34% | Jun 29, 2011 | LSFYX vs PLFRX |
Compare LSFYX with Any Fund or Stock
Compare LSFYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.