Looking to diversify beyond LFMIX? The mutual funds below have the lowest correlation with LFMIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from LFMIX.
Best Diversifiers for LFMIX
49 mutual funds have low correlation with LFMIX (below 0.3), 0 of which are negatively correlated. The least correlated is Loomis Sayles Global Allocation Fund (LSWWX) (Global Allocation) with a 1Y correlation of 0.14, up from -0.06 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Global Allocation Fund | 0.14 | 0.05 | -0.06 | 50 | Global Allocation | LFMIX vs LSWWX | |
| Calamos Global Dynamic Income Fund | 0.16 | 0.07 | -0.03 | 66 | Global Allocation | LFMIX vs CHW | |
| Invesco Global Allocation Fund | 0.18 | 0.02 | -0.08 | 58 | Global Allocation | LFMIX vs QVGIX | |
| Leuthold Global Fund | 0.18 | 0.09 | 0.01 | 82 | Global Allocation | LFMIX vs GLBIX | |
| Principal Diversified Select Real Asset Fund | 0.18 | -0.04 | -0.09 | 92 | Global Allocation | LFMIX vs PDSYX |
See all 60 diversifiers for LFMIX
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Diversification Analysis
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