LSIGX Alternatives & Similar Mutual Funds

Loomis Sayles Investment Grade Fixed Income Fund (LSIGX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LSIGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to LSIGX

LSIGX charges 0.52% annually. There are 56 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.

Symbol	Name	Expense Ratio	AUM	Inception
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005	LSIGX vs MCFIX
SSASX	State Street Income Fund	0.20%	—	Jan 1980	LSIGX vs SSASX
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999	LSIGX vs TIBDX
EINFX	Elfun Income Fund	0.29%	—	Dec 1984	LSIGX vs EINFX
BCOIX	Baird Core Plus Bond Fund	0.30%	—	Sep 2000	LSIGX vs BCOIX

Best Risk-Adjusted Alternatives to LSIGX

LSIGX has a PortfoliosLab risk / return rank of 29. There are 48 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016	LSIGX vs HOBIX
LCTIX	Leader Capital High Quality Income Fund Institutio...	92	—	Jul 2010	LSIGX vs LCTIX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	90	—	Jul 2010	LSIGX vs LCTRX
MDVAX	MassMutual Diversified Bond Fund	83	—	May 1999	LSIGX vs MDVAX
GUGAX	GMO Multi-Sector Fixed Income Fund	74	—	Apr 1997	LSIGX vs GUGAX

Top Performing LSIGX Alternatives (YTD)

LSIGX is at 0.09% YTD. There are 109 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.89%.

Symbol	Name	YTD Return	AUM	Inception
PGSIX	Putnam Mortgage Securities Fund	2.89%	—	Feb 1984	LSIGX vs PGSIX
MDVAX	MassMutual Diversified Bond Fund	2.59%	—	May 1999	LSIGX vs MDVAX
HOBIX	Holbrook Income Fund Class I	2.43%	—	Jul 2016	LSIGX vs HOBIX
AAIIX	Ancora Income Fund	2.39%	—	Jan 2004	LSIGX vs AAIIX
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	2.21%	—	Sep 2007	LSIGX vs SEATX

Lowest Volatility Alternatives to LSIGX

LSIGX has 3.87% 1-year volatility. There are 54 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.

Symbol	Name	Volatility 1Y	AUM	Inception
AMFIX	AAMA Income Fund	1.04%	—	Jun 2017	LSIGX vs AMFIX
ARINX	Archer Income Fund	1.79%	—	Mar 2011	LSIGX vs ARINX
SMTRX	ALPS/Smith Total Return Bond Fund	1.90%	3.25B	Jun 2018	LSIGX vs SMTRX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	1.91%	—	Jul 2010	LSIGX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	1.97%	—	Jul 2010	LSIGX vs LCTIX

Lowest Drawdown Alternatives to LSIGX

LSIGX has a 1-year max drawdown of -3.22%. There are 104 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
HOBIX	Holbrook Income Fund Class I	-0.51%	—	Jul 2016	LSIGX vs HOBIX
AMFIX	AAMA Income Fund	-0.74%	—	Jun 2017	LSIGX vs AMFIX
GUGAX	GMO Multi-Sector Fixed Income Fund	-1.16%	—	Apr 1997	LSIGX vs GUGAX
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	-1.17%	—	Jul 2010	LSIGX vs LCTRX
LCTIX	Leader Capital High Quality Income Fund Institutio...	-1.17%	—	Jul 2010	LSIGX vs LCTIX

Other Mutual Funds from Loomis Sayles Funds

The 10 most viewed Loomis Sayles Funds mutual funds shown here include LSBDX, LSSAX, LSGBX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LSBDX	Loomis Sayles Bond Fund	Multisector Bonds	35	-0.19%	—	May 1991	LSIGX vs LSBDX
LSSAX	Loomis Sayles Securitized Asset Fund	Intermediate Core Bond	65	1.24%	—	Mar 2006	LSIGX vs LSSAX
LSGBX	Loomis Sayles Global Bond Fund	Global Bonds	7	0.26%	—	May 1991	LSIGX vs LSGBX
LSFIX	Loomis Sayles Fixed Income Fund	Multisector Bonds	53	0.33%	—	Jan 1995	LSIGX vs LSFIX
LSSCX	Loomis Sayles Small Cap Value Fund	Small Cap Blend Equities	52	14.80%	—	May 1991	LSIGX vs LSSCX
LSIOX	Loomis Sayles High Income Opps Fund	High Yield Bonds	95	2.27%	—	Apr 2004	LSIGX vs LSIOX
LSSIX	Loomis Sayles Small Cap Growth Fund	Small Cap Growth Equities	44	16.24%	—	Dec 1996	LSIGX vs LSSIX
LSMIX	Loomis Sayles Small/Mid Cap Growth Fund	Mid Cap Growth Equities	32	10.17%	—	Jun 2015	LSIGX vs LSMIX
LSHIX	Loomis Sayles Institutional High Income Fund	High Yield Bonds	92	2.10%	—	Jun 1996	LSIGX vs LSHIX
LSGSX	Loomis Sayles Inflation Protected Securities Fund	Inflation-Protected Bonds	19	1.24%	—	May 1991	LSIGX vs LSGSX

Often Compared With LSIGX

Investors most often compare LSIGX with MWIGX, NPCT, TGLMX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond	37	0.46%	—	Jun 2018	LSIGX vs MWIGX
NPCT	Nuveen Core Plus Impact Fund	Intermediate Core-Plus Bond	4	2.11%	—	Apr 2021	LSIGX vs NPCT
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	38	1.25%	—	Jun 1993	LSIGX vs TGLMX
TNUIX	1290 Diversified Bond Fund	Intermediate Core-Plus Bond	27	1.96%	—	Jul 2015	LSIGX vs TNUIX
BCPIX	Brandes Core Plus Fixed Income Fund	Intermediate Core-Plus Bond	20	0.16%	—	Dec 2007	LSIGX vs BCPIX
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	43	1.11%	—	Dec 2006	LSIGX vs LMSMX
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	36	0.68%	—	Nov 2018	LSIGX vs TGRNX

Compare LSIGX with Any Fund or Stock

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

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Diversifiers

Pair LSIGX with funds that move differently

Loomis Sayles Investment Grade Fixed Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSIGX.

Explore LSIGX Diversifiers

Loomis Sayles Investment Grade Fixed Income Fund (LSIGX) Alternatives