Looking to diversify beyond LFIIX? The mutual funds below have historically moved differently from LFIIX, 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 LFIIX
0 mutual funds have low correlation with LFIIX (below 0.3), 0 of which are negatively correlated. The least correlated is MFS Value Fund (MEIKX) (Large Cap Value Equities) with a 1Y correlation of 0.69, down from 0.83 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MFS Value Fund | 0.69 | 0.77 | 0.83 | 70 | Large Cap Value Equities | LFIIX vs MEIKX | |
| MFS Value Fund Class I | 0.69 | 0.77 | 0.83 | 69 | Large Cap Value Equities | LFIIX vs MEIIX | |
| MFS Value Fund | 0.69 | 0.77 | 0.83 | 67 | Large Cap Value Equities | LFIIX vs MEIAX | |
| Dimensional Retirement Income Fund | 0.80 | 0.77 | 0.74 | 81 | Target Retirement Date | LFIIX vs TDIFX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 0.81 | 0.72 | 0.67 | 53 | Target Retirement Date | LFIIX vs DRIQX |
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