Looking to diversify beyond LOTIX? The mutual funds below have the lowest correlation with LOTIX — 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 LOTIX.
Best Diversifiers for LOTIX
3 mutual funds have low correlation with LOTIX (below 0.3), 2 of which are negatively correlated. The least correlated is AQR Style Premia Alternative Fund (QSPIX) (Multistrategy) with a 1Y correlation of -0.02, down from 0.16 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AQR Style Premia Alternative Fund | -0.02 | 0.10 | 0.16 | 52 | Multistrategy | LOTIX vs QSPIX | |
| Stone Ridge Reinsurance Risk Premium Interval Fund | -0.01 | 0.04 | 0.00 | 100 | Multistrategy | LOTIX vs SRRIX | |
| BlackRock Global Long/Short Equity Fund Class I | 0.25 | 0.14 | 0.12 | 91 | Long-Short | LOTIX vs BDMIX | |
| Fidelity Emerging Markets Index Fund | 0.41 | 0.26 | 0.13 | 89 | Emerging Markets Diversified | LOTIX vs FPADX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 0.48 | 0.31 | 0.15 | 55 | Large Cap Growth Equities, Foreign Large Cap Equities | LOTIX vs VTMGX |
See all 28 diversifiers for LOTIX
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