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 0.20, 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 | 0.20 | 0.21 | 0.18 | 59 | Municipal Bonds | LTIUX vs PTEAX | |
| Dimensional 2020 Target Date Retirement Income Fun... | 0.76 | 0.73 | 0.65 | 60 | Target Retirement Date | LTIUX vs DRIRX | |
| Dimensional Retirement Income Fund | 0.77 | 0.82 | 0.78 | 83 | Target Retirement Date | LTIUX vs TDIFX | |
| Connecticut Higher Education Trust 529 College Sav... | 0.79 | — | — | 75 | Target Retirement Date | LTIUX vs FAELX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 0.80 | 0.77 | 0.71 | 62 | Target Retirement Date | LTIUX vs DRIQX |
See all 620 diversifiers for LTIUX
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