Looking to diversify beyond LUBIX? The mutual funds below have historically moved differently from LUBIX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for LUBIX
0 mutual funds have low correlation with LUBIX (below 0.3), 0 of which are negatively correlated. The least correlated is Thrivent Large Cap Value Fund (AAUTX) (Large Cap Value Equities) with a 1Y correlation of 0.34, up from 0.19 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Thrivent Large Cap Value Fund | 0.34 | 0.25 | 0.19 | 89 | Large Cap Value Equities | LUBIX vs AAUTX | |
| Thrivent Mid Cap Stock Fund | 0.37 | 0.29 | 0.25 | 62 | Mid Cap Blend Equities | LUBIX vs AASCX | |
| Thrivent Mid Cap Stock Fund Class S | 0.37 | 0.29 | 0.25 | 63 | Mid Cap Blend Equities | LUBIX vs TMSIX | |
| Thrivent Aggressive Allocation Fund | 0.41 | 0.30 | 0.26 | 57 | Diversified Portfolio | LUBIX vs TAAAX | |
| Thrivent Global Stock Fund | 0.41 | 0.30 | 0.26 | 62 | Global Equities | LUBIX vs AALGX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements LUBIX
Add LUBIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with LUBIX