Loomis Sayles Institutional High Income Fund (LSHIX) Alternatives
Loomis Sayles Institutional High Income Fund (LSHIX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LSHIX. 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 LSHIX
LSHIX charges 0.71% annually. Among mutual funds in the High Yield Bonds category, these options have the lowest expense ratios among LSHIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | Dec 24, 2008 | LSHIX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.13% | Nov 12, 2001 | LSHIX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | Dec 26, 2017 | LSHIX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.23% | Dec 27, 1978 | LSHIX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | Nov 22, 2020 | LSHIX vs CRDOX |
Best Risk-Adjusted Alternatives to LSHIX
Among mutual funds in the High Yield Bonds 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 | |
|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | Dec 16, 2014 | LSHIX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | Mar 6, 2019 | LSHIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | Sep 30, 2010 | LSHIX vs RPHIX | |
| T. Rowe Price Floating Rate Fund | 99 | Jul 29, 2011 | LSHIX vs PRFRX | |
| T. Rowe Price Credit Opportunities Fund | 98 | Apr 29, 2014 | LSHIX vs PRCPX |
Top Performing LSHIX Alternatives (YTD)
LSHIX alternatives from the High Yield Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Fairholme Focused Income Fund | 6.93% | Dec 31, 2009 | LSHIX vs FOCIX | |
| Pioneer ILS Interval Fund | 5.18% | Dec 16, 2014 | LSHIX vs XILSX | |
| RiverPark Short Term High Yield Fund | 1.02% | Sep 30, 2010 | LSHIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | 0.96% | Mar 6, 2019 | LSHIX vs CCLFX | |
| Franklin Templeton SMACS: Series I | 0.52% | Jun 3, 2019 | LSHIX vs FQTIX |
Lowest Volatility Alternatives to LSHIX
LSHIX alternatives from the High Yield Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | 0.97% | Sep 30, 2010 | LSHIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | 0.97% | Mar 6, 2019 | LSHIX vs CCLFX | |
| Chartwell Short Duration High Yield Fund | 1.71% | Jul 15, 2014 | LSHIX vs CWFIX | |
| Changing Parameters Fund | 1.90% | Oct 2, 2006 | LSHIX vs CPMPX | |
| Shenkman Capital Short Duration High Income Fund | 1.96% | Oct 31, 2012 | LSHIX vs SCFIX |
Lowest Drawdown Alternatives to LSHIX
LSHIX alternatives from the High Yield Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Pioneer ILS Interval Fund | -0.21% | Dec 16, 2014 | LSHIX vs XILSX | |
| RiverPark Short Term High Yield Fund | -0.41% | Sep 30, 2010 | LSHIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.46% | Mar 6, 2019 | LSHIX vs CCLFX | |
| Toews Tactical Income Fund | -1.12% | Jun 4, 2010 | LSHIX vs THHYX | |
| Changing Parameters Fund | -1.31% | Oct 2, 2006 | LSHIX vs CPMPX |
Other Mutual Funds from Loomis Sayles Funds
Most popular Loomis Sayles Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Loomis Sayles Bond Fund | Multisector Bonds | 83 | -1.54% | May 15, 1991 | LSHIX vs LSBDX | |
| Loomis Sayles Securitized Asset Fund | Intermediate Core Bond | 87 | 0.29% | Mar 2, 2006 | LSHIX vs LSSAX | |
| Loomis Sayles Small Cap Growth Fund | Small Cap Growth Equities | 12 | -3.32% | Dec 31, 1996 | LSHIX vs LSSIX | |
| Loomis Sayles Small Cap Value Fund | Small Cap Blend Equities | 17 | 0.75% | May 13, 1991 | LSHIX vs LSSCX | |
| Loomis Sayles Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 11 | -3.25% | Jun 30, 2015 | LSHIX vs LSMIX | |
| Loomis Sayles High Income Opps Fund | High Yield Bonds | 85 | -0.85% | Apr 12, 2004 | LSHIX vs LSIOX | |
| Loomis Sayles Fixed Income Fund | Multisector Bonds | 90 | -1.09% | Jan 16, 1995 | LSHIX vs LSFIX | |
| Loomis Sayles Global Bond Fund | Global Bonds | 43 | -1.87% | May 9, 1991 | LSHIX vs LSGBX | |
| Loomis Sayles Investment Grade Fixed Income Fund | Intermediate Core-Plus Bond | 58 | -1.06% | Jul 1, 1994 | LSHIX vs LSIGX | |
| Loomis Sayles Inflation Protected Securities Fund | Inflation-Protected Bonds | 30 | -0.21% | May 19, 1991 | LSHIX vs LSGSX |
Compare LSHIX with Any Fund or Stock
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