Looking to diversify beyond LSSCX? The mutual funds below have historically moved differently from LSSCX, 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 LSSCX
0 mutual funds have low correlation with LSSCX (below 0.3), 0 of which are negatively correlated. The least correlated is Auer Growth Fund (AUERX) (Small Cap Blend Equities) with a 1Y correlation of 0.53, down from 0.80 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Auer Growth Fund | 0.53 | 0.72 | 0.80 | 90 | Small Cap Blend Equities | LSSCX vs AUERX | |
| Loomis Sayles Institutional High Income Fund | 0.58 | 0.59 | 0.61 | 88 | High Yield Bonds | LSSCX vs LSHIX | |
| Loomis Sayles High Income Opps Fund | 0.60 | 0.58 | 0.58 | 91 | High Yield Bonds | LSSCX vs LSIOX | |
| River Oak Discovery Fund | 0.61 | 0.79 | 0.84 | 92 | Small Cap Blend Equities | LSSCX vs RIVSX | |
| Neuberger Berman Intrinsic Value Fund | 0.65 | 0.81 | 0.87 | 84 | Small Cap Blend Equities | LSSCX vs NINLX |
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