Looking to diversify beyond LTMFX? The mutual funds below have the lowest correlation with LTMFX — 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 LTMFX.
Best Diversifiers for LTMFX
19 mutual funds have low correlation with LTMFX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA California Municipal Real Return Portfolio (DCARX) (Municipal Bonds) with a 1Y correlation of 0.04, down from 0.24 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | 0.04 | 0.20 | 0.24 | 95 | Municipal Bonds | LTMFX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.04 | 0.22 | 0.26 | 95 | Municipal Bonds | LTMFX vs DMREX | |
| JPMorgan Ultra-Short Municipal Fund | 0.19 | 0.32 | 0.39 | 99 | Municipal Bonds | LTMFX vs USMSX | |
| DFA NY Municipal Bond Portfolio | 0.20 | 0.29 | 0.39 | 99 | Municipal Bonds | LTMFX vs DNYMX | |
| Thornburg Developing World Fund | 0.20 | 0.11 | 0.13 | 77 | Emerging Markets Diversified | LTMFX vs THDIX |
See all 40 diversifiers for LTMFX
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