Looking to diversify beyond LIWPX? The mutual funds below have historically moved differently from LIWPX, 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 LIWPX
1 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 0.15, up from -0.10 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AQR Managed Futures Strategy Fund Class N | 0.15 | 0.08 | -0.10 | 89 | Systematic Trend | LIWPX vs AQMNX | |
| BlackRock Global Equity Market Neutral Fund Class ... | 0.38 | 0.20 | 0.13 | 97 | Equity Market Neutral | LIWPX vs BDMIX | |
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | 0.48 | 0.35 | 0.15 | 66 | Systematic Trend | LIWPX vs ASFYX | |
| Dodge & Cox Stock Fund Class I | 0.60 | 0.74 | 0.83 | 56 | Large Cap Value Equities | LIWPX vs DODGX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | 0.64 | 0.75 | 0.82 | 90 | Large Cap Value Equities, Dividend | LIWPX vs CDDYX |
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