Looking to diversify beyond LVAZX? The mutual funds below have the lowest correlation with LVAZX — 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 LVAZX.
Best Diversifiers for LVAZX
0 mutual funds have low correlation with LVAZX (below 0.3), 0 of which are negatively correlated. The least correlated is LSV Small Cap Value Fund (LSVQX) (Small Cap Value Equities) with a 1Y correlation of 0.38, roughly unchanged from 0.44 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| LSV Small Cap Value Fund | 0.38 | 0.39 | 0.44 | 51 | Small Cap Value Equities | LVAZX vs LSVQX | |
| LSV Value Equity Fund | 0.42 | 0.41 | 0.47 | 88 | Large Cap Value Equities | LVAZX vs LSVEX | |
| LSV Conservative Value Equity Fund | 0.47 | 0.42 | 0.48 | 93 | Large Cap Value Equities | LVAZX vs LSVVX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 0.52 | 0.62 | 0.68 | 86 | Emerging Markets Diversified | LVAZX vs ESCIX | |
| JOHCM Emerging Markets Small Mid Cap Equity Fund | 0.59 | 0.68 | 0.74 | 51 | Emerging Markets Diversified | LVAZX vs JOMMX |
See all 155 diversifiers for LVAZX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements LVAZX
Add LVAZX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with LVAZX