Looking to diversify beyond LSWWX? The mutual funds below have historically moved differently from LSWWX, 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 LSWWX
7 mutual funds have low correlation with LSWWX (below 0.3), 0 of which are negatively correlated. The least correlated is Wilmington Real Asset Fund (WMRIX) (Global Allocation) with a 1Y correlation of 0.11, down from 0.48 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Wilmington Real Asset Fund | 0.11 | 0.38 | 0.48 | 92 | Global Allocation | LSWWX vs WMRIX | |
| LoCorr Macro Strategies Fund Class I | 0.15 | 0.07 | -0.06 | 83 | Global Allocation | LSWWX vs LFMIX | |
| Hartford Real Asset Fund | 0.17 | 0.39 | 0.50 | 97 | Global Allocation | LSWWX vs HRLYX | |
| Cohen & Steers Real Assets Fund Inc | 0.22 | 0.41 | 0.51 | 61 | Global Allocation | LSWWX vs RAPZX | |
| MH Elite Select Portfolio of Funds Fund | 0.25 | 0.31 | 0.61 | 75 | Global Allocation | LSWWX vs MHESX |
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