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 a closer substitute for your current allocation.
Cheapest Alternatives to LSFYX
LSFYX charges 0.80% annually. There are 28 mutual funds in the Bank Loan category with lower expense ratios, going as low as 0.41%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 0.41% | — | Jan 2017 | LSFYX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | — | Mar 2008 | LSFYX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | — | Oct 2014 | LSFYX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | — | Jan 2008 | LSFYX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | — | Dec 2007 | LSFYX vs LFRIX |
Best Risk-Adjusted Alternatives to LSFYX
LSFYX has a PortfoliosLab risk / return rank of 58. There are 34 mutual funds in the Bank Loan category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | 100 | — | Sep 2016 | LSFYX vs RCRIX | |
| Calamos Aksia Alternative Credit and Income Fund C... | 98 | — | Jun 2023 | LSFYX vs CAPIX | |
| Payden Floating Rate Fund | 98 | — | Nov 2013 | LSFYX vs PYFRX | |
| Virtus Seix Floating Rate High Income Fund | 97 | — | Feb 2006 | LSFYX vs SAMBX | |
| Delaware Floating Rate Fund | 95 | — | Feb 2010 | LSFYX vs DDFLX |
Top Performing LSFYX Alternatives (YTD)
LSFYX is at 1.43% YTD. There are 21 mutual funds in the Bank Loan category with higher YTD returns, going as high as 3.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Floating Rate Fund | 3.35% | — | Dec 2009 | LSFYX vs RSFYX | |
| Federated Hermes Project and Trade Finance Tender ... | 2.83% | — | Jan 2017 | LSFYX vs XPTFX | |
| Virtus Seix Floating Rate High Income Fund | 2.69% | — | Feb 2006 | LSFYX vs SAMBX | |
| PGIM Floating Rate Income Fund | 2.29% | — | Mar 2011 | LSFYX vs FRFZX | |
| Calamos Aksia Alternative Credit and Income Fund C... | 2.09% | — | Jun 2023 | LSFYX vs CAPIX |
Lowest Volatility Alternatives to LSFYX
LSFYX has 2.72% 1-year volatility. There are 42 mutual funds in the Bank Loan category with lower 1-year volatility, going as low as 0.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | 0.77% | — | Sep 2016 | LSFYX vs RCRIX | |
| Payden Floating Rate Fund | 1.23% | — | Nov 2013 | LSFYX vs PYFRX | |
| BNY Mellon Floating Rate Income Fund | 1.34% | — | Sep 2013 | LSFYX vs DFLYX | |
| Shenkman Capital Floating Rate High Income Fund | 1.66% | — | Oct 2014 | LSFYX vs SFHIX | |
| Donoghue Forlines Risk Managed Income Fund | 1.67% | — | Dec 2017 | LSFYX vs FLOTX |
Lowest Drawdown Alternatives to LSFYX
LSFYX has a 1-year max drawdown of -1.51%. There are 21 mutual funds in the Bank Loan category with shallower 1-year drawdowns, going as shallow as -0.19%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | -0.19% | — | Sep 2016 | LSFYX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | -0.78% | — | Feb 2006 | LSFYX vs SAMBX | |
| PGIM Floating Rate Income Fund | -0.85% | — | Mar 2011 | LSFYX vs FRFZX | |
| Calvert Floating-Rate Advantage Fund | -0.88% | — | Oct 2017 | LSFYX vs CFOIX | |
| Virtus Newfleet Senior Floating Rate Fund | -0.88% | — | Jan 2008 | LSFYX vs PSFIX |
Other Mutual Funds from Natixis
The 10 most viewed Natixis mutual funds shown here include LSGRX, LGRRX, LSIIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 14 | 1.54% | — | May 1991 | LSFYX vs LSGRX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 14 | 1.39% | — | Feb 2013 | LSFYX vs LGRRX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market | 14 | 0.25% | — | Dec 1996 | LSFYX vs LSIIX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 71 | 10.52% | — | Sep 2008 | LSFYX vs GAFYX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 24 | 0.22% | — | Nov 1973 | LSFYX vs NEFRX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 14 | 1.40% | — | Mar 2016 | LSFYX vs ESGYX | |
| Gateway Fund | Options Trading | 67 | 4.67% | — | Dec 1977 | LSFYX vs GATEX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 23 | 1.96% | — | Jul 1994 | LSFYX vs NEFSX | |
| Gateway Equity Call Premium Fund | Options Trading | 68 | 5.51% | — | Sep 2014 | LSFYX vs GCPYX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 14 | 0.16% | — | May 1931 | LSFYX vs NEFOX |
Often Compared With LSFYX
Investors most often compare LSFYX with VVR, SPFLX, DFRTX. These 12 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Senior Income Trust | 22 | -0.57% | — | — | LSFYX vs VVR | ||
| American Beacon Sound Point Floating Rate Income F... | Bank Loan | — | — | — | Dec 2012 | LSFYX vs SPFLX | |
| DWS Floating Rate Fund | Bank Loan | — | — | — | Jun 2007 | LSFYX vs DFRTX | |
| Federated Hermes Floating Rate Strat Inc Fund | Bank Loan | 86 | 1.02% | — | Dec 2010 | LSFYX vs FFRSX | |
| Pioneer Floating Rate Fund | Bank Loan | 83 | 1.75% | — | Feb 2007 | LSFYX vs FLYRX | |
| Pacific Funds Floating Rate Income | Bank Loan | 84 | 1.32% | — | Jun 2011 | LSFYX vs PLFRX | |
| Gateway Fund Class Y Shares | Options Trading | 68 | 4.75% | — | — | LSFYX vs GTEYX | |
| BlackRock Floating Rate Income Trust | Bank Loan | 2 | 0.16% | — | Aug 2004 | LSFYX vs BGT | |
| DWS Floating Rate Fund Class S | Bank Loan | — | — | — | Jun 2007 | LSFYX vs DFRPX | |
| Vanguard S&P 500 ETF | S&P 500 | 75 | 11.69% | 1.60T | Sep 2010 | LSFYX vs VOO | |
| BlackRock Debt Strategies Fund, Inc. | Bank Loan | 6 | 0.76% | — | Nov 1998 | LSFYX vs DSU | |
| Dunham Floating Rate Bond Fund | Bank Loan | 84 | 2.02% | — | Oct 2013 | LSFYX vs DAFRX |
Compare LSFYX with Any Fund or Stock
Compare LSFYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LSFYX with funds that move differently
Loomis Sayles Senior Floating Rate and Fixed Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSFYX.
Explore LSFYX Diversifiers