PortfoliosLab logoPortfoliosLab logo

Looking to diversify beyond LMSFX? The mutual funds below have the lowest correlation with LMSFX — 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 LMSFX.

Best Diversifiers for LMSFX

10 mutual funds have low correlation with LMSFX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Short Term Municipal Bond Portfolio (DFSMX) (Municipal Bonds) with a 1Y correlation of 0.12, down from 0.35 over 5 years.


See all 21 diversifiers for LMSFX

To view more results, upgrade your current subscription plan.

Diversification Analysis

Build a portfolio that complements LMSFX

Add LMSFX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with LMSFX