Loomis Sayles Securitized Asset Fund (LSSAX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LSSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LSSAX
LSSAX charges 0.00% annually. No mutual funds in the Intermediate Core Bond 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 Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | LSSAX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | LSSAX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | LSSAX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | LSSAX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | LSSAX vs WFBIX |
Best Risk-Adjusted Alternatives to LSSAX
LSSAX has a PortfoliosLab risk / return rank of 59. No mutual funds in the Intermediate Core Bond category have higher risk-adjusted ranks; the top alternatives shown here go as high as 52.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hartford Schroders Tax-Aware Bond Fund | 52 | — | Oct 2011 | LSSAX vs STWTX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 49 | — | Aug 1995 | LSSAX vs PCGTX | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | LSSAX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 34 | — | May 2023 | LSSAX vs FSMOX | |
| DFA Diversified Fixed Income Portfolio | 33 | — | Aug 2016 | LSSAX vs DFXIX |
Top Performing LSSAX Alternatives (YTD)
LSSAX is at 1.24% YTD. There is 1 mutual fund in the Intermediate Core Bond category with a higher YTD return, going as high as 2.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.92% | — | Aug 1995 | LSSAX vs PCGTX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.18% | — | Oct 2011 | LSSAX vs STWTX | |
| Dupree Taxable Municipal Bond Fund | 1.01% | — | Nov 2010 | LSSAX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.73% | — | Aug 2016 | LSSAX vs DFXIX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.67% | — | May 2023 | LSSAX vs FSMOX |
Lowest Volatility Alternatives to LSSAX
LSSAX has 4.12% 1-year volatility. There are 89 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.49%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | LSSAX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.50% | — | Sep 2000 | LSSAX vs BIMSX | |
| Fidelity Education Income Fund | 2.50% | — | Mar 2021 | LSSAX vs FEDUX | |
| DFA Diversified Fixed Income Portfolio | 2.61% | — | Aug 2016 | LSSAX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.75% | — | Aug 2000 | LSSAX vs JIBEX |
Lowest Drawdown Alternatives to LSSAX
LSSAX has a 1-year max drawdown of -2.16%. There are 6 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | LSSAX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | LSSAX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | LSSAX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | LSSAX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | LSSAX vs FTHRX |
Other Mutual Funds from Loomis Sayles Funds
The 10 most viewed Loomis Sayles Funds mutual funds shown here include LSBDX, LSGBX, LSFIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Bond Fund | Multisector Bonds | 26 | -0.36% | — | May 1991 | LSSAX vs LSBDX | |
| Loomis Sayles Global Bond Fund | Global Bonds | 6 | -0.26% | — | May 1991 | LSSAX vs LSGBX | |
| Loomis Sayles Fixed Income Fund | Multisector Bonds | 43 | 0.17% | — | Jan 1995 | LSSAX vs LSFIX | |
| Loomis Sayles Small Cap Value Fund | Small Cap Blend Equities | 67 | 19.98% | — | May 1991 | LSSAX vs LSSCX | |
| Loomis Sayles High Income Opps Fund | High Yield Bonds | 95 | 2.27% | — | Apr 2004 | LSSAX vs LSIOX | |
| Loomis Sayles Small Cap Growth Fund | Small Cap Growth Equities | 60 | 23.20% | — | Dec 1996 | LSSAX vs LSSIX | |
| Loomis Sayles Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 45 | 16.26% | — | Jun 2015 | LSSAX vs LSMIX | |
| Loomis Sayles Institutional High Income Fund | High Yield Bonds | 90 | 2.10% | — | Jun 1996 | LSSAX vs LSHIX | |
| Loomis Sayles Inflation Protected Securities Fund | Inflation-Protected Bonds | 13 | 0.73% | — | May 1991 | LSSAX vs LSGSX | |
| Loomis Sayles Investment Grade Fixed Income Fund | Intermediate Core-Plus Bond | 24 | 0.18% | — | Jul 1994 | LSSAX vs LSIGX |
Often Compared With LSSAX
Investors most often compare LSSAX with BAICX, LSIIX, BUFHX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare LSSAX with Any Fund or Stock
Compare LSSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LSSAX with funds that move differently
Loomis Sayles Securitized Asset Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSSAX.
Explore LSSAX Diversifiers