Looking to diversify beyond LSGBX? The mutual funds below have historically moved differently from LSGBX, 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 LSGBX
1 mutual funds have low correlation with LSGBX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA Two Year Global Fixed Income Portfolio (DFGFX) (Global Bonds) with a 1Y correlation of 0.29, roughly unchanged from 0.35 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Two Year Global Fixed Income Portfolio | 0.29 | 0.10 | 0.35 | 100 | Global Bonds | LSGBX vs DFGFX | |
| Loomis Sayles Small Cap Growth Fund | 0.39 | 0.25 | 0.27 | 61 | Small Cap Growth Equities | LSGBX vs LSSIX | |
| Loomis Sayles Small Cap Value Fund | 0.40 | 0.28 | 0.27 | 72 | Small Cap Blend Equities | LSGBX vs LSSCX | |
| T. Rowe Price International Bond Fund (USD Hedged) | 0.45 | 0.57 | 0.63 | 51 | Global Bonds | LSGBX vs TNBMX | |
| T. Rowe Price Global Multi-Sector Bond Fund | 0.46 | 0.63 | 0.67 | 75 | Global Bonds | LSGBX vs PRSNX |
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