Looking to diversify beyond LDLVX? The mutual funds below have historically moved differently from LDLVX, 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 LDLVX
13 mutual funds have low correlation with LDLVX (below 0.3), 1 of which are negatively correlated. The least correlated is AQR Managed Futures Strategy HV Fund (QMHIX) (Systematic Trend) with a 1Y correlation of -0.26, roughly unchanged from -0.32 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AQR Managed Futures Strategy HV Fund | -0.26 | -0.17 | -0.32 | 82 | Systematic Trend | LDLVX vs QMHIX | |
| BlackRock Global Equity Market Neutral Fund | 0.01 | -0.01 | -0.01 | 97 | Equity Market Neutral | LDLVX vs BDMAX | |
| AQR Long-Short Equity Fund Class N | 0.03 | 0.01 | -0.06 | 75 | Long-Short, Actively Managed | LDLVX vs QLENX | |
| DFA Two-Year Fixed Income Portfolio | 0.12 | -0.00 | 0.28 | 100 | Short-Term Bond | LDLVX vs DFCFX | |
| GuidePath Absolute Return Allocation Fund | 0.13 | 0.38 | 0.48 | 69 | Short-Term Bond | LDLVX vs GPARX |
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