LSGSX Alternatives & Similar Mutual Funds

Loomis Sayles Inflation Protected Securities Fund (LSGSX) belongs to the Inflation-Protected Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LSGSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to LSGSX

LSGSX charges 0.40% annually. There are 28 mutual funds in the Inflation-Protected Bonds category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
RRPAX	SEI Institutional Investments Trust Real Return Fu...	0.02%	—	Dec 2006	LSGSX vs RRPAX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	0.04%	—	Oct 2012	LSGSX vs VTSPX
FFNYX	Fidelity SAI 0-5 Year Inflation-Protected Bond Ind...	0.05%	—	Nov 2025	LSGSX vs FFNYX
FSPWX	Fidelity SAI Inflation-Protected Bond Index Fund	0.05%	—	Aug 2024	LSGSX vs FSPWX
SWRSX	Schwab Treasury Inflation Protected Securities Ind...	0.05%	—	Mar 2006	LSGSX vs SWRSX

Best Risk-Adjusted Alternatives to LSGSX

LSGSX has a PortfoliosLab risk / return rank of 8. There are 51 mutual funds in the Inflation-Protected Bonds category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	91	—	Oct 2012	LSGSX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	91	71.10B	Oct 2012	LSGSX vs VTAPX
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	91	—	Oct 2012	LSGSX vs VTIPX
SEIAX	SEI Multi-Asset Real Return Fund Class A	86	—	Jul 2011	LSGSX vs SEIAX
APOIX	American Century Short Duration Inflation Protecti...	80	1.19B	May 2005	LSGSX vs APOIX

Top Performing LSGSX Alternatives (YTD)

LSGSX is at 0.09% YTD. There are 45 mutual funds in the Inflation-Protected Bonds category with higher YTD returns, going as high as 9.31%.

Symbol	Name	YTD Return	AUM	Inception
SEIAX	SEI Multi-Asset Real Return Fund Class A	9.31%	—	Jul 2011	LSGSX vs SEIAX
IPBAX	Allspring Real Return Fund	8.62%	—	Feb 2003	LSGSX vs IPBAX
DFAAX	DFA Global Core Plus Real Return Portfolio	2.04%	—	May 2021	LSGSX vs DFAAX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.83%	—	Oct 2012	LSGSX vs VTSPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.81%	71.10B	Oct 2012	LSGSX vs VTAPX

Lowest Volatility Alternatives to LSGSX

LSGSX has 3.74% 1-year volatility. There are 41 mutual funds in the Inflation-Protected Bonds category with lower 1-year volatility, going as low as 1.55%.

Symbol	Name	Volatility 1Y	AUM	Inception
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	1.55%	—	Oct 2012	LSGSX vs VTIPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	1.57%	71.10B	Oct 2012	LSGSX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	1.58%	—	Oct 2012	LSGSX vs VTSPX
EARRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.63%	—	Mar 2010	LSGSX vs EARRX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	1.66%	—	Mar 2010	LSGSX vs EIRRX

Lowest Drawdown Alternatives to LSGSX

LSGSX has a 1-year max drawdown of -2.34%. There are 38 mutual funds in the Inflation-Protected Bonds category with shallower 1-year drawdowns, going as shallow as -0.72%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	-0.72%	—	Oct 2012	LSGSX vs VTIPX
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	-0.75%	71.10B	Oct 2012	LSGSX vs VTAPX
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	-0.75%	—	Oct 2012	LSGSX vs VTSPX
APOIX	American Century Short Duration Inflation Protecti...	-0.82%	1.19B	May 2005	LSGSX vs APOIX
EIRRX	Eaton Vance Short Duration Inflation-Protected Inc...	-0.89%	—	Mar 2010	LSGSX vs EIRRX

Other Mutual Funds from Loomis Sayles

The 10 most viewed Loomis Sayles mutual funds shown here include LSBDX, LSSAX, LSSIX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LSBDX	Loomis Sayles Bond Fund	Multisector Bonds	20	-1.33%	—	May 1991	LSGSX vs LSBDX
LSSAX	Loomis Sayles Securitized Asset Fund	Intermediate Core Bond	64	0.81%	—	Mar 2006	LSGSX vs LSSAX
LSSIX	Loomis Sayles Small Cap Growth Fund	Small Cap Growth Equities	61	20.13%	—	Dec 1996	LSGSX vs LSSIX
LSSCX	Loomis Sayles Small Cap Value Fund	Small Cap Blend Equities	72	20.28%	—	May 1991	LSGSX vs LSSCX
LSFIX	Loomis Sayles Fixed Income Fund	Multisector Bonds	33	-0.42%	—	Jan 1995	LSGSX vs LSFIX
LSGBX	Loomis Sayles Global Bond Fund	Global Bonds	9	-0.78%	—	May 1991	LSGSX vs LSGBX
LSMIX	Loomis Sayles Small/Mid Cap Growth Fund	Mid Cap Growth Equities	43	14.33%	—	Jun 2015	LSGSX vs LSMIX
LSIOX	Loomis Sayles High Income Opps Fund	High Yield Bonds	91	2.33%	—	Apr 2004	LSGSX vs LSIOX
LSHIX	Loomis Sayles Institutional High Income Fund	High Yield Bonds	86	2.10%	—	Jun 1996	LSGSX vs LSHIX
LSIGX	Loomis Sayles Investment Grade Fixed Income Fund	Intermediate Core-Plus Bond, Investment Grade Bonds	15	-1.32%	—	Jul 1994	LSGSX vs LSIGX

Often Compared With LSGSX

Investors most often compare LSGSX with FSTZX, BIIPX, IBRIX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FSTZX	Fidelity Series 0-5 Year Inflation-Protected Bond ...	Inflation-Protected Bonds	36	0.67%	—	Jan 2022	LSGSX vs FSTZX
BIIPX	iShares Short-Term TIPS Bond Index Fund	Inflation-Protected Bonds	59	1.07%	—	Feb 2016	LSGSX vs BIIPX
IBRIX	VY BlackRock Inflation Protected Bond Portfolio	Inflation-Protected Bonds	14	1.47%	—	Apr 2007	LSGSX vs IBRIX
VCTPX	VALIC Company I Inflation Protected Fund	Inflation-Protected Bonds	34	0.96%	—	Dec 2004	LSGSX vs VCTPX
LIFAX	Lord Abbett Inflation Focused Fund Class A	Inflation-Protected Bonds	70	1.22%	—	Jun 2015	LSGSX vs LIFAX
LIFIX	Lord Abbett Inflation Focused Fund	Inflation-Protected Bonds	73	1.32%	—	Apr 2011	LSGSX vs LIFIX
FIPDX	Fidelity Inflation-Protected Bond Index Fund	Inflation-Protected Bonds	23	0.55%	—	May 2012	LSGSX vs FIPDX
TRBFX	T. Rowe Price Limited Duration Inflation Focused B...	Inflation-Protected Bonds	21	1.30%	—	Sep 2006	LSGSX vs TRBFX

Compare LSGSX with Any Fund or Stock

Compare LSGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pair LSGSX with funds that move differently

Loomis Sayles Inflation Protected Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSGSX.

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Loomis Sayles Inflation Protected Securities Fund (LSGSX) Alternatives