Looking to diversify beyond LIWKX? The mutual funds below have the lowest correlation with LIWKX — 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 LIWKX.
Best Diversifiers for LIWKX
0 mutual funds have low correlation with LIWKX (below 0.3), 0 of which are negatively correlated. The least correlated is BlackRock Global Equity Market Neutral Fund Class I (BDMIX) (Equity Market Neutral) with a 1Y correlation of 0.37, up from 0.13 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| BlackRock Global Equity Market Neutral Fund Class ... | 0.37 | 0.21 | 0.13 | 96 | Equity Market Neutral | LIWKX vs BDMIX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | 0.51 | 0.35 | 0.16 | 51 | Systematic Trend | LIWKX vs ASFYX | |
| State Street S&P 500 Index Fund Class N | 0.74 | 0.80 | 0.88 | 79 | Large Cap Blend Equities | LIWKX vs SVSPX | |
| Dimensional Retirement Income Fund | 0.78 | 0.76 | 0.73 | 84 | Target Retirement Date | LIWKX vs TDIFX | |
| BlackRock Technology Opportunities Fund Investor A | 0.80 | 0.79 | 0.84 | 50 | Technology Equities | LIWKX vs BGSAX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from LIWKX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to LIWKX and solid risk/return profiles. The least correlated is Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of 0.08, down from 0.51 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | 0.08 | 0.34 | 0.51 | 53 | Financial Services |
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