Looking to diversify beyond LSIGX? The mutual funds below have the lowest correlation with LSIGX — 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 LSIGX.
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 0.35, roughly unchanged from 0.39 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 0.35 | 0.33 | 0.39 | 98 | 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 | 0.29 | 0.23 | 67 | Small Cap Blend Equities | LSIGX vs LSSCX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 0.45 | 0.22 | 0.18 | 94 | Intermediate Core-Plus Bond | LSIGX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 0.45 | 0.20 | 0.16 | 95 | Intermediate Core-Plus Bond | LSIGX vs LCTIX |
See all 13 diversifiers for LSIGX
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