Looking to diversify beyond FFFFX? The mutual funds below have historically moved differently from FFFFX, 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 FFFFX
1 mutual funds have low correlation with FFFFX (below 0.3), 0 of which are negatively correlated. The least correlated is Medalist Partners Short Duration Fund (SEMRX) (Ultrashort Bond) with a 1Y correlation of 0.16, roughly unchanged from 0.09 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Medalist Partners Short Duration Fund | 0.16 | 0.11 | 0.09 | 99 | Ultrashort Bond | FFFFX vs SEMRX | |
| Fidelity Strategic Real Return Fund | 0.38 | 0.57 | 0.64 | 95 | Diversified Portfolio | FFFFX vs FSRRX | |
| Thornburg Investment Income Builder Fund | 0.62 | 0.70 | 0.78 | 98 | Global Allocation | FFFFX vs TIBAX | |
| JPMorgan Equity Income Fund R6 | 0.65 | 0.69 | 0.77 | 89 | Large Cap Value Equities, Dividend | FFFFX vs OIEJX | |
| American Beacon Small Cap Value Fund | 0.74 | 0.76 | 0.81 | 84 | Small Cap Value Equities | FFFFX vs AVFIX |
To view more results, upgrade your current subscription plan.
Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for FFFFX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of 0.01, down from 0.47 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | 0.01 | 0.29 | 0.47 | 61 | Financial Services |
Build a portfolio that complements FFFFX
Add FFFFX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with FFFFX