Looking to diversify beyond LVAZX? The mutual funds below have historically moved differently from LVAZX, 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 LVAZX
2 mutual funds have low correlation with LVAZX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs GQG Partners International Opportunities Fund Class R6 (GSIYX) (Foreign Large Cap Equities) with a 1Y correlation of 0.21, down from 0.54 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 0.21 | 0.44 | 0.54 | 51 | Foreign Large Cap Equities, Emerging Markets Equities | LVAZX vs GSIYX | |
| The Cook & Bynum Fund | 0.27 | 0.33 | 0.41 | 70 | Emerging Markets Equities | LVAZX vs COBYX | |
| LSV Small Cap Value Fund | 0.32 | 0.37 | 0.43 | 85 | Small Cap Value Equities | LVAZX vs LSVQX | |
| LSV Value Equity Fund | 0.35 | 0.39 | 0.46 | 96 | Large Cap Value Equities | LVAZX vs LSVEX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 0.43 | 0.59 | 0.66 | 91 | Emerging Markets Equities | LVAZX vs ESCIX |
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