Looking to diversify beyond LSVQX? The mutual funds below have historically moved differently from LSVQX, 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 LSVQX
2 mutual funds have low correlation with LSVQX (below 0.3), 2 of which are negatively correlated. The least correlated is Fidelity SAI Inflation-Focused (FIFGX) (Commodities) with a 1Y correlation of -0.21, down from 0.16 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity SAI Inflation-Focused | -0.21 | 0.03 | 0.16 | 79 | Commodities | LSVQX vs FIFGX | |
| PIMCO CommoditiesPLUS Strategy Fund | -0.16 | 0.04 | 0.17 | 72 | Commodities | LSVQX vs PCLIX | |
| LSV Emerging Markets Equity Fund | 0.32 | 0.37 | 0.43 | 86 | Emerging Markets Equities | LSVQX vs LVAZX | |
| Aegis Value Fund Class I | 0.34 | 0.47 | 0.55 | 94 | Small Cap Value Equities | LSVQX vs AVALX | |
| JPMorgan Emerging Markets Equity Fund | 0.38 | 0.46 | 0.52 | 76 | Emerging Markets Equities | LSVQX vs JMIEX |
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