Looking to diversify beyond LZUSX? The mutual funds below have the lowest correlation with LZUSX — 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 LZUSX.
Best Diversifiers for LZUSX
2 mutual funds have low correlation with LZUSX (below 0.3), 0 of which are negatively correlated. The least correlated is Lazard US Short Duration Fixed Income Portfolio (UMNIX) (Ultrashort Bond) with a 1Y correlation of 0.13, roughly unchanged from 0.08 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Lazard US Short Duration Fixed Income Portfolio | 0.13 | 0.08 | 0.08 | 50 | Ultrashort Bond | LZUSX vs UMNIX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.30 | 0.12 | 0.12 | 73 | Large Cap Blend Equities | LZUSX vs SVPFX | |
| Lazard Real Assets Portfolio | 0.39 | 0.50 | 0.57 | 76 | Global Allocation | LZUSX vs RALIX | |
| North Square Preferred and Income Securities Fund | 0.42 | 0.32 | 0.40 | 72 | Large Cap Blend Equities | LZUSX vs ORDNX | |
| Lazard Emerging Markets Equity Advantage Portfolio | 0.48 | 0.51 | 0.56 | 92 | Emerging Markets Diversified | LZUSX vs LEAIX |
See all 40 diversifiers for LZUSX
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