Looking to diversify beyond LCCMX? The mutual funds below have historically moved differently from LCCMX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for LCCMX
97 mutual funds have low correlation with LCCMX (below 0.3), 11 of which are negatively correlated. The least correlated is T. Rowe Price Short Duration Income Fund I Class (TSIDX) (Short-Term Bond) with a 1Y correlation of -0.07, down from 0.19 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Short Duration Income Fund I Class | -0.07 | 0.09 | 0.19 | 77 | Short-Term Bond | LCCMX vs TSIDX | |
| DFA Two-Year Fixed Income Portfolio | -0.04 | -0.03 | 0.09 | 100 | Short-Term Bond | LCCMX vs DFCFX | |
| Baird Short-Term Bond Fund Institutional Class | -0.03 | 0.04 | 0.15 | 92 | Short-Term Bond | LCCMX vs BSBIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.03 | 0.09 | 0.18 | 99 | Short-Term Bond | LCCMX vs DHEIX | |
| Frost Low Duration Bond Fund | -0.02 | 0.07 | 0.15 | 58 | Short-Term Bond | LCCMX vs FILDX |
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