Looking to diversify beyond LSSAX? The mutual funds below have the lowest correlation with LSSAX — 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 LSSAX.
Best Diversifiers for LSSAX
0 mutual funds have low correlation with LSSAX (below 0.3), 0 of which are negatively correlated. The least correlated is Loomis Sayles Small Cap Growth Fund (LSSIX) (Small Cap Growth Equities) with a 1Y correlation of 0.31, up from 0.16 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Small Cap Growth Fund | 0.31 | 0.21 | 0.16 | 61 | Small Cap Growth Equities | LSSAX vs LSSIX | |
| Loomis Sayles Small Cap Value Fund | 0.34 | 0.22 | 0.13 | 67 | Small Cap Blend Equities | LSSAX vs LSSCX | |
| Buffalo High Yield Fund | 0.36 | 0.33 | 0.29 | 57 | High Yield Bonds | LSSAX vs BUFHX | |
| Loomis Sayles High Income Opps Fund | 0.48 | 0.47 | 0.41 | 95 | High Yield Bonds | LSSAX vs LSIOX | |
| Loomis Sayles Institutional High Income Fund | 0.49 | 0.47 | 0.41 | 90 | High Yield Bonds | LSSAX vs LSHIX |
See all 7 diversifiers for LSSAX
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