Looking to diversify beyond LSIGX? The mutual funds below have historically moved differently from LSIGX, 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 LSIGX
0 mutual funds have low correlation with LSIGX (below 0.3), 0 of which are negatively correlated. The least correlated is Holbrook Income Fund Class I (HOBIX) (Intermediate Core-Plus Bond) with a 1Y correlation of 0.37, roughly unchanged from 0.39 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 0.37 | 0.32 | 0.39 | 99 | Intermediate Core-Plus Bond | LSIGX vs HOBIX | |
| Loomis Sayles Small Cap Growth Fund | 0.38 | 0.27 | 0.26 | 61 | Small Cap Growth Equities | LSIGX vs LSSIX | |
| Loomis Sayles Small Cap Value Fund | 0.42 | 0.28 | 0.24 | 72 | Small Cap Blend Equities | LSIGX vs LSSCX | |
| GMO Multi-Sector Fixed Income Fund | 0.44 | 0.83 | 0.86 | 90 | Intermediate Core-Plus Bond | LSIGX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 0.49 | 0.24 | 0.19 | 89 | Intermediate Core-Plus Bond | LSIGX vs LCTRX |
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