Looking to diversify beyond LYRIX? The mutual funds below have historically moved differently from LYRIX, 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 LYRIX
0 mutual funds have low correlation with LYRIX (below 0.3), 0 of which are negatively correlated. The least correlated is Ariel Focus Fund (ARFFX) (Mid Cap Value Equities) with a 1Y correlation of 0.64, down from 0.85 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Ariel Focus Fund | 0.64 | 0.78 | 0.85 | 81 | Mid Cap Value Equities | LYRIX vs ARFFX | |
| American Century Mid Cap Value Fund | 0.65 | 0.76 | 0.83 | 70 | Mid Cap Value Equities | LYRIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 0.65 | 0.76 | 0.83 | 68 | Mid Cap Value Equities | LYRIX vs ACLAX | |
| Vanguard Mid-Cap Value Index Fund | 0.72 | 0.83 | 0.88 | 88 | Mid Cap Value Equities | LYRIX vs VMVIX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.72 | 0.83 | 0.88 | 89 | Mid Cap Value Equities | LYRIX vs VMVAX |
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