Looking to diversify beyond LIWPX? The mutual funds below have the lowest correlation with LIWPX — 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 LIWPX.
Best Diversifiers for LIWPX
2 mutual funds have low correlation with LIWPX (below 0.3), 0 of which are negatively correlated. The least correlated is AQR Managed Futures Strategy Fund Class N (AQMNX) (Systematic Trend) with a 1Y correlation of 0.18, up from -0.05 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AQR Managed Futures Strategy Fund Class N | 0.18 | 0.07 | -0.05 | 89 | Systematic Trend | LIWPX vs AQMNX | |
| BlackRock Global Long/Short Equity Fund Class I | 0.29 | 0.19 | 0.12 | 91 | Long-Short | LIWPX vs BDMIX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | 0.49 | 0.34 | 0.16 | 67 | Systematic Trend | LIWPX vs ASFYX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | 0.71 | 0.77 | 0.83 | 64 | Large Cap Value Equities, Dividend | LIWPX vs CDDYX | |
| Dimensional Retirement Income Fund | 0.74 | 0.75 | 0.73 | 85 | Target Retirement Date | LIWPX vs TDIFX |
See all 67 diversifiers for LIWPX
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