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Loomis Sayles Small Cap Growth Fund (LSSIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The fund normally will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in the equity securities of "small-cap companies," including preferred stocks, warrants, securities convertible into common or preferred stocks and other equity-like interests in an entity. Currently, the manager defines a small-cap company to be one whose market capitalization either falls within the capitalization range of the Russell 2000 Index, an index that tracks stocks of 2,000 of the smallest U.S. companies, or is $3 billion or less at the time of investment.

Looking to diversify beyond LSSIX? The mutual funds below have the lowest correlation with LSSIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from LSSIX.

Best Diversifiers for LSSIX

1 mutual funds have low correlation with LSSIX (below 0.3), 0 of which are negatively correlated. The least correlated is Loomis Sayles Securitized Asset Fund (LSSAX) (Intermediate Core Bond) with a 1Y correlation of 0.25, roughly unchanged from 0.15 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
LSSAX
Loomis Sayles Securitized Asset Fund0.250.200.15
65
Intermediate Core BondLSSIX vs LSSAX
QISGX
Federated Hermes MDT Small Cap Growth Fund0.340.660.80
66
Small Cap Growth EquitiesLSSIX vs QISGX
LSFIX
Loomis Sayles Fixed Income Fund0.400.310.37
53
Multisector BondsLSSIX vs LSFIX
LSHIX
Loomis Sayles Institutional High Income Fund0.540.580.61
92
High Yield BondsLSSIX vs LSHIX
LSIOX
Loomis Sayles High Income Opps Fund0.570.580.59
95
High Yield BondsLSSIX vs LSIOX
See all 25 diversifiers for LSSIX

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