Looking to diversify beyond LTSTX? The mutual funds below have the lowest correlation with LTSTX — 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 LTSTX.
Best Diversifiers for LTSTX
1 mutual funds have low correlation with LTSTX (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 0.29, roughly unchanged from 0.23 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Principal Tax-Exempt Bond Fund | 0.29 | 0.27 | 0.23 | 68 | Municipal Bonds | LTSTX vs PTEAX | |
| Principal Equity Income Fund | 0.78 | 0.82 | 0.86 | 73 | Large Cap Value Equities | LTSTX vs PQIAX | |
| Connecticut Higher Education Trust 529 College Sav... | 0.79 | — | — | 66 | Target Retirement Date | LTSTX vs FAELX | |
| Principal SmallCap S&P 600 Index Fund | 0.80 | 0.81 | 0.83 | 69 | Small Cap Blend Equities | LTSTX vs PSSMX | |
| T. Rowe Price Retirement Income 2020 Fund | 0.81 | 0.90 | 0.93 | 71 | Target Retirement Date | LTSTX vs TRLAX |
See all 539 diversifiers for LTSTX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements LTSTX
Add LTSTX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with LTSTX