Looking to diversify beyond DWTFX? The mutual funds below have the lowest correlation with DWTFX — 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 DWTFX.
Best Diversifiers for DWTFX
1 mutual funds have low correlation with DWTFX (below 0.3), 1 of which are negatively correlated. The least correlated is BlackRock Tactical Opportunities Fund Institutional Class (PBAIX) (Tactical Allocation) with a 1Y correlation of -0.08, down from 0.16 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| BlackRock Tactical Opportunities Fund Institutiona... | -0.08 | 0.21 | 0.16 | 81 | Tactical Allocation | DWTFX vs PBAIX | |
| Quantified STF Fund | 0.42 | 0.61 | 0.45 | 60 | Tactical Allocation | DWTFX vs QSTFX | |
| AQR Diversifying Strategies Fund Class N | 0.44 | 0.36 | 0.34 | 87 | Tactical Allocation | DWTFX vs QDSNX | |
| Potomac Defensive Bull Fund | 0.46 | 0.57 | 0.47 | 90 | Tactical Allocation | DWTFX vs CRDBX | |
| Quantified Evolution Plus Fund | 0.49 | 0.62 | 0.48 | 73 | Tactical Allocation | DWTFX vs QEVOX |
See all 23 diversifiers for DWTFX
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