Looking to diversify beyond CTHAX? The mutual funds below have the lowest correlation with CTHAX — 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 CTHAX.
Best Diversifiers for CTHAX
2 mutual funds have low correlation with CTHAX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.05, down from 0.24 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.05 | 0.12 | 0.24 | 60 | Diversified Portfolio | CTHAX vs SIFAX | |
| MH Elite Small Cap Fund of Funds Fund | 0.02 | 0.16 | 0.43 | 67 | Diversified Portfolio | CTHAX vs MHELX | |
| Concorde Wealth Management Fund | 0.42 | 0.58 | 0.66 | 73 | Diversified Portfolio | CTHAX vs CONWX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.46 | 0.61 | 0.65 | 91 | Diversified Portfolio | CTHAX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.46 | 0.62 | 0.65 | 90 | Diversified Portfolio | CTHAX vs FSIRX |
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