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 104 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 | |
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | LSGRX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | LSGRX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | LSGRX vs SWLGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | LSGRX vs VRGWX |
Best Risk-Adjusted Alternatives to LSGRX
LSGRX has a PortfoliosLab risk / return rank of 4. There are 387 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | LSGRX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | LSGRX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | LSGRX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | LSGRX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | LSGRX vs FDSSX |
Top Performing LSGRX Alternatives (YTD)
LSGRX is at -6.38% YTD. There are 406 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | LSGRX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | LSGRX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | LSGRX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | LSGRX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | LSGRX vs VPMCX |
Lowest Volatility Alternatives to LSGRX
LSGRX has 18.11% 1-year volatility. There are 262 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | LSGRX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | LSGRX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | LSGRX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | LSGRX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | LSGRX vs GQEPX |
Lowest Drawdown Alternatives to LSGRX
LSGRX has a 1-year max drawdown of -17.83%. There are 338 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 LGRRX, GAFYX, LSIIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 3 | -6.55% | — | Feb 2013 | LSGRX vs LGRRX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 74 | 10.26% | — | Sep 2008 | LSGRX vs GAFYX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market, Investment Grade Bonds | 12 | -0.64% | — | Dec 1996 | LSGRX vs LSIIX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 19 | -0.90% | — | Nov 1973 | LSGRX vs NEFRX | |
| Gateway Fund | Options Trading | 62 | 3.94% | — | Dec 1977 | LSGRX vs GATEX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 16 | 1.17% | — | Mar 2016 | LSGRX vs ESGYX | |
| Gateway Equity Call Premium Fund | Options Trading | 80 | 5.97% | — | Sep 2014 | LSGRX vs GCPYX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 15 | 0.61% | — | Jul 1994 | LSGRX vs NEFSX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 44 | 6.49% | — | May 1931 | LSGRX vs NEFOX | |
| Gateway Fund Class Y Shares | Options Trading | 64 | 4.07% | — | — | LSGRX vs GTEYX |
Often Compared With LSGRX
Investors most often compare LSGRX with SPY, VUG, VOO. These 20 comparison targets span 11 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