Looking to diversify beyond LGRRX? The mutual funds below have historically moved differently from LGRRX, 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 LGRRX
3 mutual funds have low correlation with LGRRX (below 0.3), 0 of which are negatively correlated. The least correlated is Natixis Funds Trust IV AEW Global Focused Real Estate Fund (NRFYX) (REIT) with a 1Y correlation of 0.19, down from 0.52 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Natixis Funds Trust IV AEW Global Focused Real Est... | 0.19 | 0.37 | 0.52 | 63 | REIT | LGRRX vs NRFYX | |
| Loomis Sayles Limited Term Government And Agency F... | 0.28 | 0.12 | 0.11 | 67 | Government Bonds | LGRRX vs NEFLX | |
| Loomis Sayles Senior Floating Rate and Fixed Incom... | 0.30 | 0.22 | 0.24 | 73 | Bank Loan | LGRRX vs LSFYX | |
| Natixis Funds Trust I Vaughan Nelson Small Cap Val... | 0.38 | 0.55 | 0.67 | 62 | Small Cap Blend Equities | LGRRX vs NEFJX | |
| ICON Equity Fund | 0.40 | 0.44 | 0.61 | 80 | Large Cap Growth Equities | LGRRX vs IOLZX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements LGRRX
Add LGRRX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with LGRRX