Looking to diversify beyond LVAGX? The mutual funds below have the lowest correlation with LVAGX — 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 LVAGX.
Best Diversifiers for LVAGX
0 mutual funds have low correlation with LVAGX (below 0.3), 0 of which are negatively correlated. The least correlated is Cohen & Steers Global Infrastructure Fund Class A (CSUAX) (Global Equities) with a 1Y correlation of 0.41, down from 0.63 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Cohen & Steers Global Infrastructure Fund Class A | 0.41 | 0.55 | 0.63 | 52 | Global Equities | LVAGX vs CSUAX | |
| Baron Global Advantage Fund | 0.55 | 0.60 | 0.63 | 55 | Global Equities | LVAGX vs BGAIX | |
| T. Rowe Price Global Technology Fund I Class | 0.63 | 0.60 | 0.61 | 88 | Technology Equities, Global Equities | LVAGX vs PGTIX | |
| LSV Emerging Markets Equity Fund | 0.67 | 0.61 | 0.63 | 96 | Emerging Markets Diversified | LVAGX vs LVAZX | |
| Russell Investment Tax-Managed Real Assets Fund | 0.67 | 0.77 | 0.81 | 80 | Global Equities | LVAGX vs RTXAX |
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