Looking to diversify beyond LSVQX? The mutual funds below have the lowest correlation with LSVQX — 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 LSVQX.
Best Diversifiers for LSVQX
1 mutual funds have low correlation with LSVQX (below 0.3), 1 of which are negatively correlated. The least correlated is Fidelity SAI Inflation-Focused (FIFGX) (Commodities) with a 1Y correlation of -0.18, down from 0.18 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity SAI Inflation-Focused | -0.18 | 0.05 | 0.18 | 54 | Commodities | LSVQX vs FIFGX | |
| LSV Emerging Markets Equity Fund | 0.34 | 0.37 | 0.43 | 91 | Emerging Markets Diversified | LSVQX vs LVAZX | |
| Aegis Value Fund | 0.38 | 0.48 | 0.56 | 90 | Small Cap Value Equities | LSVQX vs AVALX | |
| Fidelity Growth Company Fund | 0.39 | 0.48 | 0.59 | 71 | Large Cap Growth Equities | LSVQX vs FDGRX | |
| JPMorgan Emerging Markets Equity Fund | 0.41 | 0.47 | 0.53 | 86 | Emerging Markets Diversified | LSVQX vs JMIEX |
See all 36 diversifiers for LSVQX
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