Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) belongs to the Total Bond Market category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LSIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LSIIX
LSIIX charges 0.54% annually. There are 63 mutual funds in the Total Bond Market category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | — | LSIIX vs VTBNX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Sep 1995 | LSIIX vs VBTIX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | Mar 1990 | LSIIX vs FXNAX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | — | Oct 2017 | LSIIX vs FNSOX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Feb 2010 | LSIIX vs VBMPX |
Best Risk-Adjusted Alternatives to LSIIX
LSIIX has a PortfoliosLab risk / return rank of 12. There are 86 mutual funds in the Total Bond Market category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | — | Feb 2015 | LSIIX vs VUSFX | |
| Fidelity Flex Conservative Income Bond Fund | 100 | — | May 2018 | LSIIX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 99 | 15.70B | Feb 2015 | LSIIX vs VUBFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 99 | — | Oct 2008 | LSIIX vs JSOSX | |
| Fidelity Series Short-Term Credit Fund | 89 | — | Mar 2015 | LSIIX vs FYBTX |
Top Performing LSIIX Alternatives (YTD)
LSIIX is at -0.14% YTD. There are 81 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 2.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Strategic Income Fund Class Z | 2.97% | — | Oct 2018 | LSIIX vs FIWDX | |
| Fidelity Advisor Strategic Income Fund Class I | 2.83% | — | Jul 1995 | LSIIX vs FSRIX | |
| Fidelity Advisor Strategic Income Fund Class M | 2.81% | — | Oct 1994 | LSIIX vs FSIAX | |
| Fidelity Advisor Strategic Income Fund Class A | 2.80% | — | Sep 1996 | LSIIX vs FSTAX | |
| Fidelity Advisor Strategic Income Fund Class C | 2.34% | — | Nov 1997 | LSIIX vs FSRCX |
Lowest Volatility Alternatives to LSIIX
LSIIX has 3.97% 1-year volatility. There are 74 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.60%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.60% | — | Feb 2015 | LSIIX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | — | Oct 2008 | LSIIX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.80% | 15.70B | Feb 2015 | LSIIX vs VUBFX | |
| Fidelity Flex Conservative Income Bond Fund | 1.25% | — | May 2018 | LSIIX vs FJTDX | |
| Fidelity Advisor Short-Term Bond Fund Class C | 1.81% | — | Jul 2016 | LSIIX vs FANCX |
Lowest Drawdown Alternatives to LSIIX
LSIIX has a 1-year max drawdown of -2.99%. There are 68 mutual funds in the Total Bond Market category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Conservative Income Bond Fund | -0.10% | — | May 2018 | LSIIX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.25% | — | Feb 2015 | LSIIX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | — | Oct 2008 | LSIIX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | 15.70B | Feb 2015 | LSIIX vs VUBFX | |
| Fidelity Short-Term Bond Fund | -1.17% | — | Sep 1986 | LSIIX vs FSHBX |
Other Mutual Funds from Natixis
The 10 most viewed Natixis mutual funds shown here include LSGRX, GAFYX, LGRRX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 5 | -2.80% | — | May 1991 | LSIIX vs LSGRX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 61 | 9.57% | — | Sep 2008 | LSIIX vs GAFYX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 5 | -2.95% | — | Feb 2013 | LSIIX vs LGRRX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 19 | -0.04% | — | Nov 1973 | LSIIX vs NEFRX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 11 | 1.53% | — | Mar 2016 | LSIIX vs ESGYX | |
| Gateway Fund | Options Trading | 73 | 5.22% | — | Dec 1977 | LSIIX vs GATEX | |
| Gateway Equity Call Premium Fund | Options Trading | 86 | 6.96% | — | Sep 2014 | LSIIX vs GCPYX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 13 | 1.03% | — | Jul 1994 | LSIIX vs NEFSX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 19 | 3.21% | — | May 1931 | LSIIX vs NEFOX | |
| Gateway Fund Class Y Shares | Options Trading | 74 | 5.09% | — | — | LSIIX vs GTEYX |
Often Compared With LSIIX
Investors most often compare LSIIX with LSSAX, PIMIX, BND. These 20 comparison targets span 18 categories, based on PortfoliosLab usage data.
Compare LSIIX with Any Fund or Stock
Compare LSIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LSIIX with funds that move differently
Loomis Sayles Investment Grade Bond Fund Class Y alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSIIX.
Explore LSIIX Diversifiers