Loomis Sayles Small Cap Growth Fund (LSSIX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LSSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LSSIX
LSSIX charges 0.92% annually. There are 44 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | LSSIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | LSSIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | LSSIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | LSSIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | LSSIX vs VISGX |
Best Risk-Adjusted Alternatives to LSSIX
LSSIX has a PortfoliosLab risk / return rank of 60. There are 25 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | LSSIX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 83 | — | Dec 2016 | LSSIX vs NESIX | |
| Needham Small Cap Growth Fund | 82 | — | May 2002 | LSSIX vs NESGX | |
| North Square Spectrum Alpha Fund | 79 | — | Jan 1994 | LSSIX vs ORIGX | |
| Driehaus Micro Cap Growth Fund | 77 | — | Nov 2013 | LSSIX vs DMCRX |
Top Performing LSSIX Alternatives (YTD)
LSSIX is at 19.56% YTD. There are 35 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 56.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 56.00% | — | Dec 2016 | LSSIX vs NESIX | |
| Needham Small Cap Growth Fund | 55.46% | — | May 2002 | LSSIX vs NESGX | |
| Oberweis Micro Cap Fund | 35.75% | — | Dec 1995 | LSSIX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 33.50% | — | Dec 2016 | LSSIX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 33.20% | — | Sep 2001 | LSSIX vs NEAGX |
Lowest Volatility Alternatives to LSSIX
LSSIX has 20.27% 1-year volatility. There are 57 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.57% | — | Nov 1995 | LSSIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.38% | — | Jul 2011 | LSSIX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | LSSIX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | LSSIX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.33% | — | Jan 1997 | LSSIX vs ETEGX |
Lowest Drawdown Alternatives to LSSIX
LSSIX has a 1-year max drawdown of -10.77%. There are 21 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | LSSIX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | LSSIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | LSSIX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | LSSIX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | LSSIX vs SGPIX |
Other Mutual Funds from Loomis Sayles
The 10 most viewed Loomis Sayles mutual funds shown here include LSBDX, LSSAX, LSSCX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Bond Fund | Multisector Bonds | 17 | -1.42% | — | May 1991 | LSSIX vs LSBDX | |
| Loomis Sayles Securitized Asset Fund | Intermediate Core Bond | 48 | 0.42% | — | Mar 2006 | LSSIX vs LSSAX | |
| Loomis Sayles Small Cap Value Fund | Small Cap Blend Equities | 71 | 20.58% | — | May 1991 | LSSIX vs LSSCX | |
| Loomis Sayles Fixed Income Fund | Multisector Bonds | 28 | -0.59% | — | Jan 1995 | LSSIX vs LSFIX | |
| Loomis Sayles Global Bond Fund | Global Bonds | 8 | -0.84% | — | May 1991 | LSSIX vs LSGBX | |
| Loomis Sayles Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 42 | 13.91% | — | Jun 2015 | LSSIX vs LSMIX | |
| Loomis Sayles High Income Opps Fund | High Yield Bonds | 91 | 2.33% | — | Apr 2004 | LSSIX vs LSIOX | |
| Loomis Sayles Institutional High Income Fund | High Yield Bonds | 88 | 2.10% | — | Jun 1996 | LSSIX vs LSHIX | |
| Loomis Sayles Inflation Protected Securities Fund | Inflation-Protected Bonds | 7 | -0.01% | — | May 1991 | LSSIX vs LSGSX | |
| Loomis Sayles Investment Grade Fixed Income Fund | Intermediate Core-Plus Bond, Investment Grade Bonds | 12 | -1.51% | — | Jul 1994 | LSSIX vs LSIGX |
Often Compared With LSSIX
Investors most often compare LSSIX with VINIX, FDGRX, VOO. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare LSSIX with Any Fund or Stock
Compare LSSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LSSIX with funds that move differently
Loomis Sayles Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSSIX.
Explore LSSIX Diversifiers