Looking to diversify beyond LCGFX? The mutual funds below have historically moved differently from LCGFX, 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 LCGFX
0 mutual funds have low correlation with LCGFX (below 0.3), 0 of which are negatively correlated. The least correlated is William Blair Emerging Markets Debt Fund (WEDIX) (Emerging Markets Bonds) with a 1Y correlation of 0.39, roughly unchanged from 0.30 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| William Blair Emerging Markets Debt Fund | 0.39 | 0.27 | 0.30 | 90 | Emerging Markets Bonds | LCGFX vs WEDIX | |
| William Blair Emerging Markets ex China Growth Fun... | 0.45 | 0.45 | — | 77 | Emerging Markets Equities | LCGFX vs WXCIX | |
| Schwab International Index Fund | 0.55 | 0.53 | 0.59 | 69 | Foreign Large Cap Equities | LCGFX vs SWISX | |
| ICON Equity Fund | 0.55 | 0.55 | 0.67 | 80 | Large Cap Growth Equities | LCGFX vs IOLZX | |
| American Growth Fund Series One | 0.59 | 0.71 | 0.79 | 56 | Large Cap Growth Equities | LCGFX vs AMRGX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for LCGFX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Take-Two Interactive Software, Inc. (TTWO) (Communication Services) with a 1Y correlation of 0.35, down from 0.48 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Take-Two Interactive Software, Inc. | 0.35 | 0.40 | 0.48 | 52 | Communication Services | |
| Intel Corporation | 0.36 | 0.40 | 0.48 | 98 | Technology | |
| Apple Inc | 0.42 | 0.48 | 0.63 | 89 | Technology |
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