Looking to diversify beyond LTUSX? The mutual funds below have the lowest correlation with LTUSX — 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 LTUSX.
Best Diversifiers for LTUSX
5 mutual funds have low correlation with LTUSX (below 0.3), 0 of which are negatively correlated. The least correlated is Thornburg Global Opportunities Fund (THOIX) (Foreign Large Cap Equities) with a 1Y correlation of 0.13, roughly unchanged from 0.08 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Thornburg Global Opportunities Fund | 0.13 | 0.15 | 0.08 | 91 | Foreign Large Cap Equities | LTUSX vs THOIX | |
| GMO U.S. Treasury Fund | 0.22 | 0.16 | 0.12 | 99 | Government Bonds | LTUSX vs GUSTX | |
| Thornburg Investment Income Builder Fund | 0.22 | 0.26 | 0.17 | 98 | Global Allocation | LTUSX vs TIBAX | |
| Thornburg Investment Income Builder Fund Class I | 0.23 | 0.26 | 0.16 | 98 | Diversified Portfolio | LTUSX vs TIBIX | |
| DFA Short-Term Government Portfolio | 0.27 | 0.11 | 0.37 | 59 | Government Bonds | LTUSX vs DFFGX |
See all 20 diversifiers for LTUSX
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