Looking to diversify beyond LTRYX? The mutual funds below have the lowest correlation with LTRYX — 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 LTRYX.
Best Diversifiers for LTRYX
4 mutual funds have low correlation with LTRYX (below 0.3), 0 of which are negatively correlated. The least correlated is Lord Abbett Developing Growth Fund (LAGWX) (Small Cap Growth Equities) with a 1Y correlation of 0.23, roughly unchanged from 0.16 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Lord Abbett Developing Growth Fund | 0.23 | 0.20 | 0.16 | 68 | Small Cap Growth Equities | LTRYX vs LAGWX | |
| Lord Abbett Mid Cap Stock Fund | 0.25 | 0.26 | 0.16 | 51 | Mid Cap Value Equities | LTRYX vs LAVLX | |
| Lord Abbett Affiliated Fund | 0.25 | 0.23 | 0.15 | 54 | Large Cap Value Equities | LTRYX vs LAFFX | |
| Schwab Total Stock Market Index Fund | 0.29 | 0.25 | 0.18 | 71 | Large Cap Blend Equities | LTRYX vs SWTSX | |
| Holbrook Income Fund Class I | 0.49 | 0.42 | 0.44 | 98 | Intermediate Core-Plus Bond | LTRYX vs HOBIX |
See all 18 diversifiers for LTRYX
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