Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LSIIX
LSIIX charges 0.54% annually. Among mutual funds in the Total Bond Market category, these options have the lowest expense ratios among LSIIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | LSIIX vs VTBNX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | LSIIX vs FXNAX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | Feb 5, 2010 | LSIIX vs VBMPX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | Oct 18, 2017 | LSIIX vs FNSOX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.04% | Sep 18, 1995 | LSIIX vs VBTIX |
Best Risk-Adjusted Alternatives to LSIIX
Among mutual funds in the Total Bond Market 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 | |
|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | Feb 24, 2015 | LSIIX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 100 | Oct 10, 2008 | LSIIX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 100 | Feb 24, 2015 | LSIIX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 100 | Mar 3, 2011 | LSIIX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 100 | May 31, 2018 | LSIIX vs FJTDX |
Top Performing LSIIX Alternatives (YTD)
LSIIX alternatives from the Total Bond Market category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.61% | Feb 24, 2015 | LSIIX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.59% | Feb 24, 2015 | LSIIX vs VUBFX | |
| Fidelity Flex Conservative Income Bond Fund | 0.55% | May 31, 2018 | LSIIX vs FJTDX | |
| Fidelity Conservative Income Bond Institutional Cl... | 0.52% | Mar 3, 2011 | LSIIX vs FCNVX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.41% | Oct 10, 2008 | LSIIX vs JSOSX |
Lowest Volatility Alternatives to LSIIX
LSIIX alternatives from the Total Bond Market category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.67% | Feb 24, 2015 | LSIIX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | Oct 10, 2008 | LSIIX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.84% | Feb 24, 2015 | LSIIX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 1.28% | Mar 3, 2011 | LSIIX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 1.35% | May 31, 2018 | LSIIX vs FJTDX |
Lowest Drawdown Alternatives to LSIIX
LSIIX alternatives from the Total Bond Market category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.20% | Mar 3, 2011 | LSIIX vs FCNVX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | Oct 10, 2008 | LSIIX vs JSOSX | |
| Fidelity Flex Conservative Income Bond Fund | -0.30% | May 31, 2018 | LSIIX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | Feb 24, 2015 | LSIIX vs VUBFX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.35% | Feb 24, 2015 | LSIIX vs VUSFX |
Other Mutual Funds from Natixis
Most popular Natixis mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 9 | -14.81% | May 16, 1991 | LSIIX vs LSGRX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 9 | -14.90% | Feb 1, 2013 | LSIIX vs LGRRX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 36 | 0.17% | Sep 29, 2008 | LSIIX vs GAFYX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 11 | -9.28% | Mar 30, 2016 | LSIIX vs ESGYX | |
| Gateway Fund | Options Trading | 26 | -4.72% | Dec 6, 1977 | LSIIX vs GATEX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 67 | -0.64% | Nov 7, 1973 | LSIIX vs NEFRX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 15 | -9.40% | Jul 7, 1994 | LSIIX vs NEFSX | |
| Gateway Fund Class Y Shares | Options Trading | 27 | -4.67% | — | LSIIX vs GTEYX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 16 | -4.12% | May 6, 1931 | LSIIX vs NEFOX | |
| Loomis Sayles Growth Fund Class C | Large Cap Growth Equities | 7 | -15.04% | Feb 1, 2013 | LSIIX vs LGRCX |
Often Compared With LSIIX
What investors most often compare with LSIIX, 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.