Looking to diversify beyond LVAGX? The mutual funds below have historically moved differently from LVAGX, 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 LVAGX
1 mutual funds have low correlation with LVAGX (below 0.3), 0 of which are negatively correlated. The least correlated is GQG Partners Global Quality Dividend Income Fund (GQFPX) (Quality Factor) with a 1Y correlation of 0.25, down from 0.68 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GQG Partners Global Quality Dividend Income Fund | 0.25 | 0.56 | 0.68 | 68 | Quality Factor, Global Equities | LVAGX vs GQFPX | |
| Cohen & Steers Global Infrastructure Fund Class A | 0.33 | 0.52 | 0.61 | 74 | Infrastructure Equities, Global Equities | LVAGX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | 0.40 | 0.56 | 0.67 | 58 | Infrastructure Equities, Global Equities | LVAGX vs FGIAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 0.42 | 0.34 | 0.37 | 92 | Multistrategy, Systematic Trend, Global Equities | LVAGX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.61 | 0.70 | 0.75 | 81 | Global Equities, Low Volatility | LVAGX vs VMNVX |
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