Looking to diversify beyond LLLRX? The mutual funds below have historically moved differently from LLLRX, 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 LLLRX
3 mutual funds have low correlation with LLLRX (below 0.3), 0 of which are negatively correlated. The least correlated is MH Elite Small Cap Fund of Funds Fund (MHELX) (Diversified Portfolio) with a 1Y correlation of 0.02, down from 0.49 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | 0.02 | 0.14 | 0.49 | 66 | Diversified Portfolio | LLLRX vs MHELX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.30 | 0.50 | 0.59 | 89 | Diversified Portfolio | LLLRX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.30 | 0.49 | 0.59 | 91 | Diversified Portfolio | LLLRX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.30 | 0.50 | 0.59 | 91 | Diversified Portfolio | LLLRX vs FSIRX | |
| Fidelity Strategic Real Return Fund Class K6 | 0.31 | 0.50 | 0.59 | 91 | Diversified Portfolio | LLLRX vs FSRKX |
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