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 a closer substitute for your current allocation.
Cheapest Alternatives to LSHIX
LSHIX charges 0.71% annually. There are 58 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | — | Dec 2008 | LSHIX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.12% | 25.80B | Nov 2001 | LSHIX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | LSHIX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.22% | 25.80B | Dec 1978 | LSHIX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | LSHIX vs CRDOX |
Best Risk-Adjusted Alternatives to LSHIX
LSHIX has a PortfoliosLab risk / return rank of 90. There are 37 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | — | Dec 2014 | LSHIX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | — | Mar 2019 | LSHIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | — | Sep 2010 | LSHIX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 96 | — | Jul 2014 | LSHIX vs CWFIX | |
| Penn Capital Short Duration High Income Fund | 96 | — | Jul 2017 | LSHIX vs PSHNX |
Top Performing LSHIX Alternatives (YTD)
LSHIX is at 2.10% YTD. There are 42 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 8.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Capital & Income Fund | 8.81% | — | Nov 1977 | LSHIX vs FAGIX | |
| Pioneer ILS Interval Fund | 8.39% | — | Dec 2014 | LSHIX vs XILSX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.99% | — | Oct 2018 | LSHIX vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.94% | — | Jul 1995 | LSHIX vs FAHCX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.76% | — | Jan 1987 | LSHIX vs FAHYX |
Lowest Volatility Alternatives to LSHIX
LSHIX has 3.45% 1-year volatility. There are 122 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund | 0.88% | — | Mar 2019 | LSHIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 0.88% | — | Sep 2010 | LSHIX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 1.51% | — | Jul 2014 | LSHIX vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.64% | — | Oct 2012 | LSHIX vs SCFIX | |
| Osterweis Strategic Income Fund | 1.70% | — | Aug 2002 | LSHIX vs OSTIX |
Lowest Drawdown Alternatives to LSHIX
LSHIX has a 1-year max drawdown of -2.25%. There are 61 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | LSHIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | LSHIX vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | LSHIX vs XILSX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | LSHIX vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | LSHIX vs SCFIX |
Other Mutual Funds from Loomis Sayles Funds
The 10 most viewed Loomis Sayles Funds mutual funds shown here include LSBDX, LSSAX, LSGBX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Bond Fund | Multisector Bonds | 26 | -0.36% | — | May 1991 | LSHIX vs LSBDX | |
| Loomis Sayles Securitized Asset Fund | Intermediate Core Bond | 59 | 1.24% | — | Mar 2006 | LSHIX vs LSSAX | |
| Loomis Sayles Global Bond Fund | Global Bonds | 6 | -0.26% | — | May 1991 | LSHIX vs LSGBX | |
| Loomis Sayles Fixed Income Fund | Multisector Bonds | 43 | 0.17% | — | Jan 1995 | LSHIX vs LSFIX | |
| Loomis Sayles Small Cap Value Fund | Small Cap Blend Equities | 67 | 19.98% | — | May 1991 | LSHIX vs LSSCX | |
| Loomis Sayles High Income Opps Fund | High Yield Bonds | 95 | 2.27% | — | Apr 2004 | LSHIX vs LSIOX | |
| Loomis Sayles Small Cap Growth Fund | Small Cap Growth Equities | 60 | 23.20% | — | Dec 1996 | LSHIX vs LSSIX | |
| Loomis Sayles Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 45 | 16.26% | — | Jun 2015 | LSHIX vs LSMIX | |
| Loomis Sayles Inflation Protected Securities Fund | Inflation-Protected Bonds | 13 | 0.73% | — | May 1991 | LSHIX vs LSGSX | |
| Loomis Sayles Investment Grade Fixed Income Fund | Intermediate Core-Plus Bond | 24 | 0.18% | — | Jul 1994 | LSHIX vs LSIGX |
Often Compared With LSHIX
Investors most often compare LSHIX with FOCIX, PRFRX, RSIIX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fairholme Focused Income Fund | High Yield Bonds | 36 | 6.37% | — | Dec 2009 | LSHIX vs FOCIX | |
| T. Rowe Price Floating Rate Fund | High Yield Bonds | 96 | 0.95% | — | Jul 2011 | LSHIX vs PRFRX | |
| RiverPark Strategic Income Fund | High Yield Bonds | 66 | 1.69% | — | Sep 2013 | LSHIX vs RSIIX | |
| Changing Parameters Fund | High Yield Bonds | 84 | 0.85% | — | Oct 2006 | LSHIX vs CPMPX | |
| T. Rowe Price Credit Opportunities Fund | High Yield Bonds | 93 | 1.41% | — | Apr 2014 | LSHIX vs PRCPX | |
| Nuveen Global High Income Fund | High Yield Bonds | 16 | 5.33% | — | Nov 2014 | LSHIX vs JGH | |
| Toews Tactical Income Fund | High Yield Bonds | 39 | 0.48% | — | Jun 2010 | LSHIX vs THHYX | |
| Franklin Templeton SMACS: Series I | High Yield Bonds | 94 | 3.68% | — | Jun 2019 | LSHIX vs FQTIX | |
| Fidelity Series High Income Fund | High Yield Bonds | 96 | 3.22% | — | Mar 2011 | LSHIX vs FSHNX | |
| American Beacon SiM High Yld Opps Fund | High Yield Bonds | 96 | 1.80% | — | Feb 2011 | LSHIX vs SHYPX | |
| American Beacon SiM High Yield Opportunities Fund ... | High Yield Bonds | 96 | 1.95% | — | Feb 2011 | LSHIX vs SHOYX |
Compare LSHIX with Any Fund or Stock
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Pair LSHIX with funds that move differently
Loomis Sayles Institutional High Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSHIX.
Explore LSHIX Diversifiers