Looking to diversify beyond LSGRX? The mutual funds below have the lowest correlation with LSGRX — 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 LSGRX.
Best Diversifiers for LSGRX
4 mutual funds have low correlation with LSGRX (below 0.3), 0 of which are negatively correlated. The least correlated is Loomis Sayles Limited Term Government And Agency Fund (NEFLX) (Government Bonds) with a 1Y correlation of 0.21, up from 0.10 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Limited Term Government And Agency F... | 0.21 | 0.11 | 0.10 | 52 | Government Bonds | LSGRX vs NEFLX | |
| Loomis Sayles Senior Floating Rate and Fixed Incom... | 0.27 | 0.24 | 0.24 | 64 | Bank Loan | LSGRX vs LSFYX | |
| Vanguard Value Index Fund Admiral Shares | 0.29 | 0.43 | 0.57 | 87 | Large Cap Value Equities | LSGRX vs VVIAX | |
| DFA U.S. Small Cap Value Portfolio I | 0.29 | 0.44 | 0.57 | 61 | Small Cap Value Equities | LSGRX vs DFSVX | |
| BlackRock Equity Dividend Fund | 0.39 | 0.44 | 0.58 | 71 | Large Cap Value Equities | LSGRX vs MADVX |
See all 57 diversifiers for LSGRX
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