Looking to diversify beyond LCSSX? The mutual funds below have historically moved differently from LCSSX, 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 LCSSX
2 mutual funds have low correlation with LCSSX (below 0.3), 0 of which are negatively correlated. The least correlated is ClearBridge Global Infrastructure Income Fund (RGSVX) (Infrastructure Equities) with a 1Y correlation of 0.27, down from 0.45 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| ClearBridge Global Infrastructure Income Fund | 0.27 | 0.31 | 0.45 | 77 | Infrastructure Equities, Energy Equities | LCSSX vs RGSVX | |
| Western Asset Ultra-Short Income Fund | 0.28 | 0.19 | 0.23 | 98 | Ultrashort Bond | LCSSX vs ARMGX | |
| Western Asset SMASh Series M Fund | 0.33 | 0.17 | 0.15 | 54 | Intermediate Core-Plus Bond | LCSSX vs LMSMX | |
| Goldman Sachs International Equity Income Fund | 0.57 | 0.55 | 0.60 | 83 | Dividend, Foreign Large Cap Equities | LCSSX vs GSIKX | |
| Martin Currie SMA-Shares Series EM Fund | 0.57 | 0.58 | 0.60 | 83 | Emerging Markets Equities | LCSSX vs LCSMX |
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