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
1 mutual funds have low correlation with LVAFX (below 0.3), 0 of which are negatively correlated. The least correlated is BlackRock Global Long/Short Equity Fund Class I (BDMIX) (Long-Short) with a 1Y correlation of 0.27, up from 0.09 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| BlackRock Global Long/Short Equity Fund Class I | 0.27 | 0.11 | 0.09 | 95 | Long-Short | LVAFX vs BDMIX | |
| T. Rowe Price Global Technology Fund I Class | 0.33 | 0.36 | 0.44 | 87 | Technology Equities, Global Equities | LVAFX vs PGTIX | |
| Baron Global Advantage Fund | 0.33 | 0.40 | 0.47 | 68 | Global Equities | LVAFX vs BGAIX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | 0.43 | 0.26 | 0.12 | 60 | Systematic Trend | LVAFX vs ASFYX | |
| American Funds The New Economy Fund Class R-3 | 0.43 | 0.50 | 0.60 | 86 | Global Equities | LVAFX vs RNGCX |
See all 101 diversifiers for LVAFX
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