Looking to diversify beyond LOTIX? The mutual funds below have historically moved differently from LOTIX, 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 LOTIX
2 mutual funds have low correlation with LOTIX (below 0.3), 0 of which are negatively correlated. The least correlated is AQR Style Premia Alternative Fund - Class I (QSPIX) (Multistrategy) with a 1Y correlation of 0.02, down from 0.17 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AQR Style Premia Alternative Fund - Class I | 0.02 | 0.10 | 0.17 | 90 | Multistrategy | LOTIX vs QSPIX | |
| Stone Ridge Reinsurance Risk Premium Interval Fund | 0.06 | 0.05 | 0.01 | 100 | Multistrategy | LOTIX vs SRRIX | |
| LoCorr Spectrum Income Fund | 0.33 | 0.19 | 0.10 | 55 | Diversified Portfolio | LOTIX vs LSPIX | |
| BlackRock Global Equity Market Neutral Fund Class ... | 0.34 | 0.17 | 0.13 | 97 | Equity Market Neutral | LOTIX vs BDMIX | |
| Schwab S&P 500 Index Fund | 0.44 | 0.32 | 0.17 | 63 | Large Cap Blend Equities, S&P 500 | LOTIX vs SWPPX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements LOTIX
Add LOTIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with LOTIX