Loomis Sayles Global Allocation Fund (LSWWX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LSWWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LSWWX
LSWWX charges 0.89% annually. There are 37 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | LSWWX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | LSWWX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | LSWWX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | LSWWX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | LSWWX vs JNSMX |
Best Risk-Adjusted Alternatives to LSWWX
LSWWX has a PortfoliosLab risk / return rank of 50. There are 58 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | LSWWX vs TIBAX | |
| Hartford Real Asset Fund | 97 | — | May 2010 | LSWWX vs HRLYX | |
| GMO Benchmark-Free Fund | 96 | — | Jun 2011 | LSWWX vs GBFFX | |
| GMO Implementation Fund | 95 | — | Feb 2012 | LSWWX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 95 | — | Jul 2003 | LSWWX vs GBMFX |
Top Performing LSWWX Alternatives (YTD)
LSWWX is at 6.81% YTD. There are 58 mutual funds in the Global Allocation category with higher YTD returns, going as high as 25.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Total Return Fund | 25.76% | — | Oct 2005 | LSWWX vs CGO | |
| Calamos Global Dynamic Income Fund | 25.48% | — | Jun 2007 | LSWWX vs CHW | |
| Calamos Global Opportunities Fund | 19.22% | — | Sep 1996 | LSWWX vs CVLOX | |
| Allspring Absolute Return Fund | 18.69% | — | Feb 2012 | LSWWX vs WARAX | |
| Thornburg Investment Income Builder Fund | 17.92% | — | Dec 2002 | LSWWX vs TIBAX |
Lowest Volatility Alternatives to LSWWX
LSWWX has 11.10% 1-year volatility. There are 66 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 2.98%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 2.98% | — | Jul 2019 | LSWWX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.27% | — | Dec 2017 | LSWWX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.58% | — | Mar 2011 | LSWWX vs LFMIX | |
| Pioneer Multi-Asset Income Fund | 5.66% | — | Dec 2011 | LSWWX vs PMFYX | |
| Nuveen Real Asset Income Fund | 5.77% | — | Sep 2011 | LSWWX vs NRIIX |
Lowest Drawdown Alternatives to LSWWX
LSWWX has a 1-year max drawdown of -7.94%. There are 51 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | LSWWX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -2.60% | — | Mar 2011 | LSWWX vs LFMIX | |
| Hartford Real Asset Fund | -3.18% | — | May 2010 | LSWWX vs HRLYX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | LSWWX vs PFADX | |
| Wilmington Real Asset Fund | -3.74% | — | Jun 2003 | LSWWX vs WMRIX |
Other Mutual Funds from Natixis
The 10 most viewed Natixis mutual funds shown here include LSGRX, LGRRX, LSIIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 11 | -0.24% | — | May 1991 | LSWWX vs LSGRX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 10 | -0.34% | — | Feb 2013 | LSWWX vs LGRRX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market | 18 | 0.25% | — | Dec 1996 | LSWWX vs LSIIX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 75 | 11.13% | — | Sep 2008 | LSWWX vs GAFYX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 31 | 0.31% | — | Nov 1973 | LSWWX vs NEFRX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 12 | 1.26% | — | Mar 2016 | LSWWX vs ESGYX | |
| Gateway Fund | Options Trading | 75 | 4.80% | — | Dec 1977 | LSWWX vs GATEX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 22 | 0.81% | — | Jul 1994 | LSWWX vs NEFSX | |
| Gateway Equity Call Premium Fund | Options Trading | 86 | 5.51% | — | Sep 2014 | LSWWX vs GCPYX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 20 | -0.67% | — | May 1931 | LSWWX vs NEFOX |
Often Compared With LSWWX
Investors most often compare LSWWX with GTEYX, RAPZX. These 2 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Gateway Fund Class Y Shares | Options Trading | 76 | 4.89% | — | — | LSWWX vs GTEYX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 45 | 13.81% | — | Jan 2012 | LSWWX vs RAPZX |
Compare LSWWX with Any Fund or Stock
Compare LSWWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LSWWX with funds that move differently
Loomis Sayles Global Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSWWX.
Explore LSWWX Diversifiers