Looking to diversify beyond LKSCX? The mutual funds below have historically moved differently from LKSCX, 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 LKSCX
0 mutual funds have low correlation with LKSCX (below 0.3), 0 of which are negatively correlated. The least correlated is Driehaus Micro Cap Growth Fund (DMCRX) (Small Cap Growth Equities) with a 1Y correlation of 0.73, down from 0.85 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Driehaus Micro Cap Growth Fund | 0.73 | 0.81 | 0.85 | 77 | Small Cap Growth Equities | LKSCX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 0.77 | 0.80 | 0.83 | 83 | Small Cap Growth Equities | LKSCX vs NESIX | |
| Needham Small Cap Growth Fund | 0.77 | 0.80 | 0.83 | 82 | Small Cap Growth Equities | LKSCX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 0.78 | 0.79 | 0.82 | 53 | Small Cap Growth Equities | LKSCX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 0.78 | 0.79 | 0.82 | 53 | Small Cap Growth Equities | LKSCX vs NEAGX |
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