Looking to diversify beyond LMVTX? The mutual funds below have the lowest correlation with LMVTX — 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 LMVTX.
Best Diversifiers for LMVTX
2 mutual funds have low correlation with LMVTX (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 0.23, down from 0.65 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 0.23 | 0.51 | 0.65 | 70 | Large Cap Value Equities | LMVTX vs LEXCX | |
| Western Asset Ultra-Short Income Fund | 0.24 | 0.20 | 0.23 | 98 | Ultrashort Bond | LMVTX vs ARMGX | |
| Federated Hermes Strategic Value Dividend Fund | 0.37 | 0.52 | 0.64 | 84 | Large Cap Value Equities | LMVTX vs SVAIX | |
| Buffalo Flexible Income Fund | 0.44 | 0.66 | 0.77 | 60 | Large Cap Value Equities | LMVTX vs BUFBX | |
| ClearBridge Global Infrastructure Income Fund | 0.52 | 0.55 | 0.63 | 62 | Energy Equities | LMVTX vs RGSVX |
See all 43 diversifiers for LMVTX
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