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Lord Abbett Small Cap Value Fund (LRSCX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small companies. It may invest up to 10% of its net assets in securities of foreign companies, including emerging market companies, American Depositary Receipts ("ADRs"). The adviser defines foreign companies as those whose securities are traded primarily on non-U.S. securities exchanges.

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

Best Diversifiers for LRSCX

3 mutual funds have low correlation with LRSCX (below 0.3), 0 of which are negatively correlated. The least correlated is Lord Abbett Ultra Short Bond Fund (LUBYX) (Ultrashort Bond) with a 1Y correlation of 0.05, roughly unchanged from 0.07 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
LUBYX
Lord Abbett Ultra Short Bond Fund0.050.100.07
98
Ultrashort BondLRSCX vs LUBYX
LALDX
Lord Abbett Short Duration Income Fund0.120.160.12
67
Short-Term BondLRSCX vs LALDX
LLDYX
Lord Abbett Short Duration Income Fund0.180.110.11
69
Total Bond MarketLRSCX vs LLDYX
AVALX
Aegis Value Fund0.370.490.58
94
Small Cap Value EquitiesLRSCX vs AVALX
LHYAX
Lord Abbett High Yield Fund0.440.510.52
67
High Yield BondsLRSCX vs LHYAX
See all 28 diversifiers for LRSCX

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