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 47. There are 55 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 97 | — | Dec 2002 | LSWWX vs TIBAX | |
| GMO Benchmark-Free Fund | 95 | — | Jun 2011 | LSWWX vs GBFFX | |
| Principal Diversified Select Real Asset Fund | 95 | — | Jul 2019 | LSWWX vs PDSYX | |
| GMO Implementation Fund | 94 | — | Feb 2012 | LSWWX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 94 | — | Jul 2003 | LSWWX vs GBMFX |
Top Performing LSWWX Alternatives (YTD)
LSWWX is at 7.58% YTD. There are 52 mutual funds in the Global Allocation category with higher YTD returns, going as high as 22.73%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Dynamic Income Fund | 22.73% | — | Jun 2007 | LSWWX vs CHW | |
| Calamos Global Total Return Fund | 21.26% | — | Oct 2005 | LSWWX vs CGO | |
| Calamos Global Opportunities Fund | 16.09% | — | Sep 1996 | LSWWX vs CVLOX | |
| Thornburg Investment Income Builder Fund | 16.05% | — | Dec 2002 | LSWWX vs TIBAX | |
| Leuthold Global Fund | 13.98% | — | Apr 2008 | LSWWX vs GLBIX |
Lowest Volatility Alternatives to LSWWX
LSWWX has 11.73% 1-year volatility. There are 65 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.03% | — | Jul 2019 | LSWWX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.43% | — | Dec 2017 | LSWWX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.68% | — | Mar 2011 | LSWWX vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.88% | — | Sep 2011 | LSWWX vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.93% | — | Dec 2011 | LSWWX vs PMFYX |
Lowest Drawdown Alternatives to LSWWX
LSWWX has a 1-year max drawdown of -7.94%. There are 50 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 | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | LSWWX vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | LSWWX vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | LSWWX vs MSTGX |
Other Mutual Funds from Natixis
The 10 most viewed Natixis mutual funds shown here include LSGRX, GAFYX, LSIIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 5 | -2.80% | — | May 1991 | LSWWX vs LSGRX | |
| AlphaSimplex Global Alternatives Fund | Multistrategy | 61 | 9.57% | — | Sep 2008 | LSWWX vs GAFYX | |
| Loomis Sayles Investment Grade Bond Fund Class Y | Total Bond Market | 12 | -0.14% | — | Dec 1996 | LSWWX vs LSIIX | |
| Loomis Sayles Growth Fund | Large Cap Growth Equities | 5 | -2.95% | — | Feb 2013 | LSWWX vs LGRRX | |
| Loomis Sayles Core Plus Bond Fund | Intermediate Core-Plus Bond | 19 | -0.04% | — | Nov 1973 | LSWWX vs NEFRX | |
| Mirova Global Sustainable Equity Fund | Global Equities | 11 | 1.53% | — | Mar 2016 | LSWWX vs ESGYX | |
| Gateway Fund | Options Trading | 73 | 5.22% | — | Dec 1977 | LSWWX vs GATEX | |
| Gateway Equity Call Premium Fund | Options Trading | 86 | 6.96% | — | Sep 2014 | LSWWX vs GCPYX | |
| Natixis Funds Trust I U.S. Equity Opportunities Fu... | Large Cap Growth Equities | 13 | 1.03% | — | Jul 1994 | LSWWX vs NEFSX | |
| Natixis Funds Trust II Oakmark Fund | Large Cap Value Equities | 19 | 3.21% | — | May 1931 | LSWWX vs NEFOX |
Often Compared With LSWWX
Investors most often compare LSWWX with WMRIX, GTEYX, WARAX. These 6 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wilmington Real Asset Fund | Global Allocation | 77 | 13.55% | — | Jun 2003 | LSWWX vs WMRIX | |
| Gateway Fund Class Y Shares | Options Trading | 75 | 5.33% | — | — | LSWWX vs GTEYX | |
| Allspring Absolute Return Fund | Global Allocation | 88 | 13.34% | — | Feb 2012 | LSWWX vs WARAX | |
| Cohen & Steers Real Assets Fund Inc | Global Allocation | 37 | 10.83% | — | Jan 2012 | LSWWX vs RAPZX | |
| Hartford Real Asset Fund | Global Allocation | 90 | 10.68% | — | May 2010 | LSWWX vs HRLYX | |
| SA Worldwide Moderate Growth Fund | Global Allocation | 93 | 10.99% | — | Jun 2015 | LSWWX vs SAWMX |
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