Loomis Sayles High Income Opps Fund (LSIOX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LSIOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LSIOX
LSIOX charges 0.00% annually. No mutual funds in the High Yield Bonds category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | — | Dec 2008 | LSIOX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.13% | 25.70B | Nov 2001 | LSIOX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | LSIOX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.23% | 25.70B | Dec 1978 | LSIOX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | LSIOX vs CRDOX |
Best Risk-Adjusted Alternatives to LSIOX
LSIOX has a PortfoliosLab risk / return rank of 95. There are 9 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | — | Dec 2014 | LSIOX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | — | Mar 2019 | LSIOX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | — | Sep 2010 | LSIOX vs RPHIX | |
| Fidelity Series High Income Fund | 97 | — | Mar 2011 | LSIOX vs FSHNX | |
| Chartwell Short Duration High Yield Fund | 97 | — | Jul 2014 | LSIOX vs CWFIX |
Top Performing LSIOX Alternatives (YTD)
LSIOX is at 2.27% YTD. There are 41 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 8.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Capital & Income Fund | 8.43% | — | Nov 1977 | LSIOX vs FAGIX | |
| Pioneer ILS Interval Fund | 7.97% | — | Dec 2014 | LSIOX vs XILSX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.64% | — | Oct 2018 | LSIOX vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.59% | — | Jul 1995 | LSIOX vs FAHCX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.52% | — | Jan 1987 | LSIOX vs FAHYX |
Lowest Volatility Alternatives to LSIOX
LSIOX has 3.06% 1-year volatility. There are 74 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | 0.88% | — | Sep 2010 | LSIOX vs RPHIX | |
| Cliffwater Corporate Lending Fund | 0.88% | — | Mar 2019 | LSIOX vs CCLFX | |
| Chartwell Short Duration High Yield Fund | 1.49% | — | Jul 2014 | LSIOX vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.63% | — | Oct 2012 | LSIOX vs SCFIX | |
| Osterweis Strategic Income Fund | 1.69% | — | Aug 2002 | LSIOX vs OSTIX |
Lowest Drawdown Alternatives to LSIOX
LSIOX has a 1-year max drawdown of -1.82%. There are 33 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | LSIOX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | LSIOX vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | LSIOX vs XILSX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | LSIOX vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | LSIOX vs SCFIX |
Other Mutual Funds from Loomis Sayles Funds
The 10 most viewed Loomis Sayles Funds mutual funds shown here include LSBDX, LSSAX, LSGBX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Bond Fund | Multisector Bonds | 35 | -0.19% | — | May 1991 | LSIOX vs LSBDX | |
| Loomis Sayles Securitized Asset Fund | Intermediate Core Bond | 65 | 1.24% | — | Mar 2006 | LSIOX vs LSSAX | |
| Loomis Sayles Global Bond Fund | Global Bonds | 7 | 0.26% | — | May 1991 | LSIOX vs LSGBX | |
| Loomis Sayles Fixed Income Fund | Multisector Bonds | 53 | 0.33% | — | Jan 1995 | LSIOX vs LSFIX | |
| Loomis Sayles Small Cap Value Fund | Small Cap Blend Equities | 52 | 14.80% | — | May 1991 | LSIOX vs LSSCX | |
| Loomis Sayles Small Cap Growth Fund | Small Cap Growth Equities | 44 | 16.24% | — | Dec 1996 | LSIOX vs LSSIX | |
| Loomis Sayles Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 32 | 10.17% | — | Jun 2015 | LSIOX vs LSMIX | |
| Loomis Sayles Institutional High Income Fund | High Yield Bonds | 92 | 2.10% | — | Jun 1996 | LSIOX vs LSHIX | |
| Loomis Sayles Inflation Protected Securities Fund | Inflation-Protected Bonds | 19 | 1.24% | — | May 1991 | LSIOX vs LSGSX | |
| Loomis Sayles Investment Grade Fixed Income Fund | Intermediate Core-Plus Bond | 29 | 0.09% | — | Jul 1994 | LSIOX vs LSIGX |
Often Compared With LSIOX
Investors most often compare LSIOX with DLHYX, CPMPX, FOCIX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare LSIOX with Any Fund or Stock
Compare LSIOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LSIOX with funds that move differently
Loomis Sayles High Income Opps Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSIOX.
Explore LSIOX Diversifiers