Loomis Sayles Investment Grade Fixed Income Fund (LSIGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LSIGX
LSIGX charges 0.52% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among LSIGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | LSIGX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | LSIGX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | LSIGX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | LSIGX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | LSIGX vs BCOIX |
Best Risk-Adjusted Alternatives to LSIGX
Among mutual funds in the Intermediate Core-Plus Bond 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 | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | LSIGX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | LSIGX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | LSIGX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | LSIGX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | LSIGX vs MDVAX |
Top Performing LSIGX Alternatives (YTD)
LSIGX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | LSIGX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | LSIGX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | LSIGX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | LSIGX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | LSIGX vs TGLMX |
Lowest Volatility Alternatives to LSIGX
LSIGX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | LSIGX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | LSIGX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | LSIGX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | LSIGX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | LSIGX vs TGRNX |
Lowest Drawdown Alternatives to LSIGX
LSIGX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | LSIGX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | LSIGX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | LSIGX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | LSIGX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | LSIGX vs MWIGX |
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 | LSIGX vs LSBDX | |
| Loomis Sayles Securitized Asset Fund | Intermediate Core Bond | 87 | 0.29% | Mar 2, 2006 | LSIGX vs LSSAX | |
| Loomis Sayles Small Cap Growth Fund | Small Cap Growth Equities | 12 | -3.32% | Dec 31, 1996 | LSIGX vs LSSIX | |
| Loomis Sayles Small Cap Value Fund | Small Cap Blend Equities | 17 | 0.75% | May 13, 1991 | LSIGX vs LSSCX | |
| Loomis Sayles Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 11 | -3.25% | Jun 30, 2015 | LSIGX vs LSMIX | |
| Loomis Sayles High Income Opps Fund | High Yield Bonds | 85 | -0.85% | Apr 12, 2004 | LSIGX vs LSIOX | |
| Loomis Sayles Fixed Income Fund | Multisector Bonds | 90 | -1.09% | Jan 16, 1995 | LSIGX vs LSFIX | |
| Loomis Sayles Global Bond Fund | Global Bonds | 43 | -1.87% | May 9, 1991 | LSIGX vs LSGBX | |
| Loomis Sayles Institutional High Income Fund | High Yield Bonds | 75 | -1.05% | Jun 5, 1996 | LSIGX vs LSHIX | |
| Loomis Sayles Inflation Protected Securities Fund | Inflation-Protected Bonds | 30 | -0.21% | May 19, 1991 | LSIGX vs LSGSX |
Compare LSIGX with Any Fund or Stock
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