Looking to diversify beyond HLLVX? The mutual funds below have the lowest correlation with HLLVX — 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 HLLVX.
Best Diversifiers for HLLVX
6 mutual funds have low correlation with HLLVX (below 0.3), 1 of which are negatively correlated. The least correlated is DFA Two-Year Fixed Income Portfolio (DFCFX) (Short-Term Bond) with a 1Y correlation of -0.01, down from 0.40 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.01 | 0.05 | 0.40 | 67 | Short-Term Bond | HLLVX vs DFCFX | |
| Leader Short Term High Yield Bond Fund | 0.10 | 0.10 | 0.17 | 79 | Short-Term Bond | HLLVX vs LCCMX | |
| JPMorgan Equity Income Fund R6 | 0.14 | 0.09 | 0.09 | 60 | Large Cap Value Equities, Dividend | HLLVX vs OIEJX | |
| GuidepathConservative Income Fund | 0.25 | 0.36 | 0.43 | 99 | Short-Term Bond | HLLVX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | 0.26 | 0.29 | 0.39 | 99 | Short-Term Bond | HLLVX vs DFAIX |
See all 19 diversifiers for HLLVX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements HLLVX
Add HLLVX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with HLLVX