Looking to diversify beyond LVAFX? The mutual funds below have the lowest correlation with LVAFX — 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 LVAFX.
Best Diversifiers for LVAFX
3 mutual funds have low correlation with LVAFX (below 0.3), 0 of which are negatively correlated. The least correlated is BlackRock Global Equity Market Neutral Fund Class I (BDMIX) (Equity Market Neutral) with a 1Y correlation of 0.24, up from 0.08 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| BlackRock Global Equity Market Neutral Fund Class ... | 0.24 | 0.11 | 0.08 | 96 | Equity Market Neutral | LVAFX vs BDMIX | |
| BlackRock Technology Opportunities Fund Investor A | 0.28 | 0.33 | 0.47 | 50 | Technology Equities | LVAFX vs BGSAX | |
| T. Rowe Price Global Technology Fund I Class | 0.29 | 0.35 | 0.43 | 77 | Technology Equities, Global Equities | LVAFX vs PGTIX | |
| Baron Global Advantage Fund | 0.31 | 0.39 | 0.47 | 66 | Global Equities | LVAFX vs BGAIX | |
| Shelton Capital Management Nasdaq-100 Index Fund D... | 0.39 | 0.42 | 0.54 | 60 | Large Cap Growth Equities | LVAFX vs NASDX |
See all 105 diversifiers for LVAFX
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