Looking to diversify beyond LSGRX? The mutual funds below have historically moved differently from LSGRX, 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 LSGRX
5 mutual funds have low correlation with LSGRX (below 0.3), 1 of which are negatively correlated. The least correlated is GQG Partners US Quality Dividend Income Fund (GQHPX) (Quality Factor) with a 1Y correlation of -0.35, down from 0.34 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GQG Partners US Quality Dividend Income Fund | -0.35 | 0.16 | 0.34 | 62 | Quality Factor, Large Cap Value Equities | LSGRX vs GQHPX | |
| Natixis Funds Trust IV AEW Global Focused Real Est... | 0.19 | 0.34 | 0.50 | 63 | REIT | LSGRX vs NRFYX | |
| Vanguard Value Index Fund Admiral Shares | 0.25 | 0.42 | 0.56 | 93 | Large Cap Value Equities | LSGRX vs VVIAX | |
| DFA U.S. Small Cap Value Portfolio I | 0.28 | 0.43 | 0.57 | 85 | Small Cap Value Equities | LSGRX vs DFSVX | |
| Loomis Sayles Limited Term Government And Agency F... | 0.28 | 0.12 | 0.11 | 67 | Government Bonds | LSGRX vs NEFLX |
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