Looking to diversify beyond FLUAX? The mutual funds below have the lowest correlation with FLUAX — 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 FLUAX.
Best Diversifiers for FLUAX
0 mutual funds have low correlation with FLUAX (below 0.3), 0 of which are negatively correlated. The least correlated is Voya Corporate Leaders Trust Fund (LEXCX) (Large Cap Value Equities) with a 1Y correlation of 0.31, down from 0.72 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 0.31 | 0.61 | 0.72 | 56 | Large Cap Value Equities | FLUAX vs LEXCX | |
| Fidelity Select Semiconductors Portfolio | 0.42 | 0.43 | 0.54 | 93 | Semiconductors, Technology Equities | FLUAX vs FSELX | |
| AMG Yacktman Focused Fund | 0.46 | 0.65 | 0.78 | 82 | Large Cap Value Equities | FLUAX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 0.48 | 0.61 | 0.73 | 82 | Large Cap Value Equities | FLUAX vs SVAIX | |
| Fidelity Blue Chip Growth Fund | 0.51 | 0.51 | 0.63 | 63 | Large Cap Growth Equities | FLUAX vs FBGRX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements FLUAX
Add FLUAX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with FLUAX