Looking to diversify beyond LTINX? The mutual funds below have the lowest correlation with LTINX — 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 LTINX.
Best Diversifiers for LTINX
0 mutual funds have low correlation with LTINX (below 0.3), 0 of which are negatively correlated. The least correlated is Principal Tax-Exempt Bond Fund (PTEAX) (Municipal Bonds) with a 1Y correlation of 0.31, roughly unchanged from 0.27 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Principal Tax-Exempt Bond Fund | 0.31 | 0.30 | 0.27 | 59 | Municipal Bonds | LTINX vs PTEAX | |
| Principal SmallCap S&P 600 Index Fund | 0.75 | 0.76 | 0.78 | 56 | Small Cap Blend Equities | LTINX vs PSSMX | |
| Principal Equity Income Fund | 0.76 | 0.77 | 0.82 | 61 | Large Cap Value Equities | LTINX vs PQIAX | |
| Dimensional Retirement Income Fund | 0.81 | 0.89 | 0.86 | 83 | Target Retirement Date | LTINX vs TDIFX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 0.82 | 0.85 | 0.88 | 83 | Target Retirement Date | LTINX vs DRILX |
See all 68 diversifiers for LTINX
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