Loomis Sayles Growth Fund (LSGRX) Alternatives
Loomis Sayles Growth Fund (LSGRX) 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 LSGRX. 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 LSGRX
LSGRX charges 0.64% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among LSGRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | LSGRX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | LSGRX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | LSGRX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | LSGRX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | LSGRX vs TILIX |
Best Risk-Adjusted Alternatives to LSGRX
Among mutual funds in the Large Cap Growth Equities 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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | LSGRX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | LSGRX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | LSGRX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | LSGRX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | LSGRX vs VTMGX |
Top Performing LSGRX Alternatives (YTD)
LSGRX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | LSGRX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | LSGRX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | LSGRX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | LSGRX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | LSGRX vs AMRGX |
Lowest Volatility Alternatives to LSGRX
LSGRX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | LSGRX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | LSGRX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | LSGRX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | LSGRX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | LSGRX vs PROVX |
Lowest Drawdown Alternatives to LSGRX
LSGRX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | LSGRX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | LSGRX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | LSGRX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | LSGRX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | LSGRX vs BBLIX |
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 | -14.90% | Feb 1, 2013 | LSGRX vs LGRRX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 36 | 0.17% | Sep 29, 2008 | LSGRX vs GAFYX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 11 | -9.28% | Mar 30, 2016 | LSGRX vs ESGYX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market | 32 | -1.33% | Dec 31, 1996 | LSGRX vs LSIIX | |
| Gateway Fund | Options Trading | 26 | -4.72% | Dec 6, 1977 | LSGRX vs GATEX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 67 | -0.64% | Nov 7, 1973 | LSGRX vs NEFRX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 15 | -9.40% | Jul 7, 1994 | LSGRX vs NEFSX | |
| Gateway Fund Class Y Shares | Options Trading | 27 | -4.67% | — | LSGRX vs GTEYX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 16 | -4.12% | May 6, 1931 | LSGRX vs NEFOX | |
| Loomis Sayles Growth Fund Class C | Large Cap Growth Equities | 7 | -15.04% | Feb 1, 2013 | LSGRX vs LGRCX |
Often Compared With LSGRX
What investors most often compare with LSGRX, based on PortfoliosLab usage data.
Compare LSGRX with Any Fund or Stock
Compare LSGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.