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 59 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 | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | LSIGX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | LSIGX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | LSIGX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | LSIGX vs EINFX | |
| 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 15. There are 119 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | LSIGX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | LSIGX vs LCTIX | |
| GMO Multi-Sector Fixed Income Fund | 90 | — | Apr 1997 | LSIGX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 89 | — | Jul 2010 | LSIGX vs LCTRX | |
| MassMutual Diversified Bond Fund | 86 | — | May 1999 | LSIGX vs MDVAX |
Top Performing LSIGX Alternatives (YTD)
LSIGX is at -1.32% YTD. There are 128 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.01%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.01% | — | Jul 2015 | LSIGX vs TNUIX | |
| MassMutual Diversified Bond Fund | 2.33% | — | May 1999 | LSIGX vs MDVAX | |
| Holbrook Income Fund Class I | 2.33% | — | Jul 2016 | LSIGX vs HOBIX | |
| Putnam Mortgage Securities Fund | 2.29% | — | Feb 1984 | LSIGX vs PGSIX | |
| Nuveen Core Plus Impact Fund | 1.77% | — | Apr 2021 | LSIGX vs NPCT |
Lowest Volatility Alternatives to LSIGX
LSIGX has 3.76% 1-year volatility. There are 54 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.17% | — | Jun 2017 | LSIGX vs AMFIX | |
| Archer Income Fund | 1.82% | — | Mar 2011 | LSIGX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 2.04% | — | Jul 2010 | LSIGX vs LCTRX | |
| Holbrook Income Fund Class I | 2.05% | — | Jul 2016 | LSIGX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 2.10% | — | Jul 2010 | LSIGX vs LCTIX |
Lowest Drawdown Alternatives to LSIGX
LSIGX has a 1-year max drawdown of -3.25%. There are 111 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 | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | LSIGX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | LSIGX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | LSIGX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | LSIGX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | LSIGX vs LCTRX |
Other Mutual Funds from Loomis Sayles
The 10 most viewed Loomis Sayles mutual funds shown here include LSBDX, LSSAX, LSSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Bond Fund | Multisector Bonds | 20 | -1.33% | — | May 1991 | LSIGX vs LSBDX | |
| Loomis Sayles Securitized Asset Fund | Intermediate Core Bond | 64 | 0.81% | — | Mar 2006 | LSIGX vs LSSAX | |
| Loomis Sayles Small Cap Growth Fund | Small Cap Growth Equities | 61 | 20.13% | — | Dec 1996 | LSIGX vs LSSIX | |
| Loomis Sayles Small Cap Value Fund | Small Cap Blend Equities | 72 | 20.28% | — | May 1991 | LSIGX vs LSSCX | |
| Loomis Sayles Fixed Income Fund | Multisector Bonds | 33 | -0.42% | — | Jan 1995 | LSIGX vs LSFIX | |
| Loomis Sayles Global Bond Fund | Global Bonds | 9 | -0.78% | — | May 1991 | LSIGX vs LSGBX | |
| Loomis Sayles Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 43 | 14.33% | — | Jun 2015 | LSIGX vs LSMIX | |
| Loomis Sayles High Income Opps Fund | High Yield Bonds | 91 | 2.33% | — | Apr 2004 | LSIGX vs LSIOX | |
| Loomis Sayles Institutional High Income Fund | High Yield Bonds | 86 | 2.10% | — | Jun 1996 | LSIGX vs LSHIX | |
| Loomis Sayles Inflation Protected Securities Fund | Inflation-Protected Bonds | 8 | 0.09% | — | May 1991 | LSIGX vs LSGSX |
Often Compared With LSIGX
Investors most often compare LSIGX with LMSMX, MWIGX, TGRNX. These 8 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 54 | 0.82% | — | Dec 2006 | LSIGX vs LMSMX | |
| Metropolitan West Investment Grade Credit Fund | Intermediate Core-Plus Bond, Investment Grade Bonds | 31 | -0.32% | — | Jun 2018 | LSIGX vs MWIGX | |
| TIAA-CREF Green Bond Fund | Intermediate Core-Plus Bond | 33 | 0.03% | — | Nov 2018 | LSIGX vs TGRNX | |
| TCW Total Return Bond Fund | Intermediate Core-Plus Bond | 40 | 0.59% | — | Jun 1993 | LSIGX vs TGLMX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 22 | -0.53% | — | Dec 2007 | LSIGX vs BCPIX | |
| ALPS/Smith Total Return Bond Fund | Intermediate Core-Plus Bond | — | — | 3.25B | Jun 2018 | LSIGX vs SMTRX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | Intermediate Core-Plus Bond | 65 | 1.20% | — | Sep 2007 | LSIGX vs SEATX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | 1.60% | — | Jan 2004 | LSIGX vs AAIIX |
Compare LSIGX with Any Fund or Stock
Compare LSIGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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