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 a closer substitute for your current allocation.
Cheapest Alternatives to LSGRX
LSGRX charges 0.64% annually. There are 101 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 | LSGRX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | LSGRX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | LSGRX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | LSGRX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | LSGRX vs VIGAX |
Best Risk-Adjusted Alternatives to LSGRX
LSGRX has a PortfoliosLab risk / return rank of 5. There are 378 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 | LSGRX vs VPMCX | |
| Chase Growth Fund Institutional Class | 89 | — | Jan 2007 | LSGRX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | LSGRX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | LSGRX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | LSGRX vs FCGSX |
Top Performing LSGRX Alternatives (YTD)
LSGRX is at -2.80% 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 | LSGRX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.14% | — | Feb 2004 | LSGRX vs RYGRX | |
| ICON Equity Fund | 27.60% | — | Oct 2002 | LSGRX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | LSGRX vs FUMIX | |
| Chase Growth Fund Institutional Class | 27.21% | — | Jan 2007 | LSGRX vs CHAIX |
Lowest Volatility Alternatives to LSGRX
LSGRX has 17.65% 1-year volatility. There are 274 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | LSGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.70% | — | Jan 2005 | LSGRX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | LSGRX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | LSGRX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | LSGRX vs GQEPX |
Lowest Drawdown Alternatives to LSGRX
LSGRX has a 1-year max drawdown of -17.83%. 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 | LSGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | LSGRX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | LSGRX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | LSGRX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | LSGRX vs DNVYX |
Other Mutual Funds from Natixis
The 10 most viewed Natixis mutual funds shown here include LSIIX, GAFYX, LGRRX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market | 12 | -0.14% | — | Dec 1996 | LSGRX vs LSIIX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 61 | 9.57% | — | Sep 2008 | LSGRX vs GAFYX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 5 | -2.95% | — | Feb 2013 | LSGRX vs LGRRX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 20 | 0.05% | — | Nov 1973 | LSGRX vs NEFRX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 11 | 1.44% | — | Mar 2016 | LSGRX vs ESGYX | |
| Gateway Fund | Options Trading | 73 | 4.98% | — | Dec 1977 | LSGRX vs GATEX | |
| Gateway Equity Call Premium Fund | Options Trading | 85 | 6.64% | — | Sep 2014 | LSGRX vs GCPYX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 13 | 0.58% | — | Jul 1994 | LSGRX vs NEFSX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 20 | 2.71% | — | May 1931 | LSGRX vs NEFOX | |
| Gateway Fund Class Y Shares | Options Trading | 74 | 5.09% | — | — | LSGRX vs GTEYX |
Often Compared With LSGRX
Investors most often compare LSGRX with SPY, VUG, VOO. These 20 comparison targets span 10 categories, 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.
Pair LSGRX 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 LSGRX.
Explore LSGRX Diversifiers