Looking to diversify beyond DRTHX? The mutual funds below have historically moved differently from DRTHX, 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 DRTHX
0 mutual funds have low correlation with DRTHX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.32, up from 0.12 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.32 | 0.13 | 0.12 | 97 | Large Cap Blend Equities | DRTHX vs SVPFX | |
| BNY Mellon Natural Resources Fund Class A | 0.38 | 0.42 | 0.46 | 85 | Energy Equities | DRTHX vs DNLAX | |
| North Square Preferred and Income Securities Fund | 0.49 | 0.34 | 0.39 | 59 | Preferred Stock | DRTHX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.58 | 0.68 | 0.78 | 89 | Large Cap Blend Equities | DRTHX vs RCKSX | |
| Muhlenkamp Fund | 0.61 | 0.66 | 0.69 | 59 | Large Cap Blend Equities | DRTHX vs MUHLX |
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