Looking to diversify beyond LKEQX? The mutual funds below have historically moved differently from LKEQX, 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 LKEQX
0 mutual funds have low correlation with LKEQX (below 0.3), 0 of which are negatively correlated. The least correlated is AMG Yacktman Fund (YACKX) (Large Cap Value Equities) with a 1Y correlation of 0.59, down from 0.81 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Fund | 0.59 | 0.73 | 0.81 | 91 | Large Cap Value Equities | LKEQX vs YACKX | |
| Adams Diversified Equity Fund, Inc. | 0.65 | 0.76 | 0.84 | 83 | Large Cap Blend Equities | LKEQX vs ADX | |
| PRIMECAP Odyssey Growth Fund | 0.66 | 0.78 | 0.84 | 89 | Large Cap Blend Equities | LKEQX vs POGRX | |
| American Growth Fund Series One | 0.68 | 0.78 | 0.83 | 56 | Large Cap Growth Equities | LKEQX vs AMRGX | |
| Vanguard PRIMECAP Fund Investor Shares | 0.68 | 0.80 | 0.86 | 90 | Large Cap Growth Equities | LKEQX vs VPMCX |
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