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Loomis Sayles Inflation Protected Securities Fund (LSGSX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 24, 2026

The investment seeks high total investment return through a combination of current income and capital appreciation. The fund will normally invest at least 80% of its net assets (plus any borrowings made for investment purposes) in inflation-protected securities. The emphasis will be on debt securities issued by the U.S. Treasury (Treasury Inflation-Protected Securities, or "TIPS"). The principal value of these securities is periodically adjusted according to the rate of inflation, and repayment of the original bond principal upon maturity is guaranteed by the U.S. government.

Looking to diversify beyond LSGSX? The mutual funds below have the lowest correlation with LSGSX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from LSGSX.

Best Diversifiers for LSGSX

3 mutual funds have low correlation with LSGSX (below 0.3), 0 of which are negatively correlated. The least correlated is Loomis Sayles Small Cap Growth Fund (LSSIX) (Small Cap Growth Equities) with a 1Y correlation of 0.26, roughly unchanged from 0.17 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
LSSIX
Loomis Sayles Small Cap Growth Fund0.260.200.17
60
Small Cap Growth EquitiesLSGSX vs LSSIX
IPBAX
Allspring Real Return Fund0.280.480.65
88
Inflation-Protected BondsLSGSX vs IPBAX
LSSCX
Loomis Sayles Small Cap Value Fund0.290.220.16
67
Small Cap Blend EquitiesLSGSX vs LSSCX
LSIOX
Loomis Sayles High Income Opps Fund0.390.420.37
95
High Yield BondsLSGSX vs LSIOX
LSHIX
Loomis Sayles Institutional High Income Fund0.400.440.39
90
High Yield BondsLSGSX vs LSHIX
See all 16 diversifiers for LSGSX

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