Looking to diversify beyond LSSAX? The mutual funds below have historically moved differently from LSSAX, 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 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 0.34, up from 0.17 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Loomis Sayles Small Cap Growth Fund | 0.34 | 0.21 | 0.17 | 61 | Small Cap Growth Equities | LSSAX vs LSSIX | |
| Loomis Sayles Small Cap Value Fund | 0.35 | 0.22 | 0.14 | 72 | Small Cap Blend Equities | LSSAX vs LSSCX | |
| Buffalo High Yield Fund | 0.43 | 0.34 | 0.31 | 53 | High Yield Bonds | LSSAX vs BUFHX | |
| Loomis Sayles Institutional High Income Fund | 0.47 | 0.47 | 0.42 | 86 | High Yield Bonds | LSSAX vs LSHIX | |
| Loomis Sayles High Income Opps Fund | 0.50 | 0.47 | 0.42 | 91 | High Yield Bonds | LSSAX vs LSIOX |
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