Looking to diversify beyond LTIUX? The mutual funds below have the lowest correlation with LTIUX — 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 LTIUX.
Best Diversifiers for LTIUX
1 mutual funds have low correlation with LTIUX (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 0.23, roughly unchanged from 0.18 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Principal Tax-Exempt Bond Fund | 0.23 | 0.23 | 0.18 | 62 | Municipal Bonds | LTIUX vs PTEAX | |
| Principal Small-MidCap Dividend Income Fund | 0.77 | 0.81 | 0.85 | 53 | Mid Cap Value Equities | LTIUX vs PMDIX | |
| Connecticut Higher Education Trust 529 College Sav... | 0.80 | — | — | 75 | Target Retirement Date | LTIUX vs FAELX | |
| Dimensional Retirement Income Fund | 0.80 | 0.82 | 0.79 | 70 | Target Retirement Date | LTIUX vs TDIFX | |
| Principal Equity Income Fund | 0.81 | 0.85 | 0.89 | 71 | Large Cap Value Equities | LTIUX vs PQIAX |
See all 619 diversifiers for LTIUX
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