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Ladenburg Growth & Income Fund (LOWIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jul 18, 2026

The fund seeks to achieve the fund's investment objective by investing in a combination of equity, fixed income and alternative strategy exchange traded funds ("ETFs"), exchange-traded notes ("ETNs") and mutual funds (together, "underlying funds"). It may invest up to 40% of its net assets in underlying funds that primarily invest in foreign securities. The fund's adviser invests the fund's assets in the underlying funds in accordance with the following ranges: Equity 40-70%; Fixed Income 20-50%; Alternatives 0-20%.

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

Best Diversifiers for LOWIX

2 mutual funds have low correlation with LOWIX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.18, down from 0.10 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
SIFAX
SEI Institutional Managed Trust Multi-Asset Inflat...-0.18-0.020.10
66
Diversified PortfolioLOWIX vs SIFAX
MHELX
MH Elite Small Cap Fund of Funds Fund0.010.150.51
70
Diversified PortfolioLOWIX vs MHELX
FIQDX
Fidelity Advisor Strategic Real Return Fund Class ...0.380.540.60
84
Diversified PortfolioLOWIX vs FIQDX
FCSRX
Fidelity Advisor Strategic Real Return Fund Class ...0.380.550.60
80
Diversified PortfolioLOWIX vs FCSRX
FSRRX
Fidelity Strategic Real Return Fund0.390.550.61
91
Diversified PortfolioLOWIX vs FSRRX
See all 36 diversifiers for LOWIX

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Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from LOWIX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to LOWIX and solid risk/return profiles. The least correlated is Innovative Industrial Properties, Inc. (IIPR) (Real Estate) with a 1Y correlation of 0.39, down from 0.58 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
IIPR
Innovative Industrial Properties, Inc.0.390.490.58
76
Real Estate

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Diversification Analysis

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