Looking to diversify beyond FHZTX? The mutual funds below have the lowest correlation with FHZTX — 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 FHZTX.
Best Diversifiers for FHZTX
0 mutual funds have low correlation with FHZTX (below 0.3), 0 of which are negatively correlated. The least correlated is Rock Oak Core Growth Fund (RCKSX) (Large Cap Blend Equities) with a 1Y correlation of 0.58, roughly unchanged from 0.58 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Rock Oak Core Growth Fund | 0.58 | 0.58 | 0.58 | 62 | Large Cap Blend Equities | FHZTX vs RCKSX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 0.60 | 0.60 | 0.60 | 88 | Large Cap Blend Equities | FHZTX vs RESGX | |
| North Square Preferred and Income Securities Fund | 0.67 | 0.67 | 0.67 | 69 | Large Cap Blend Equities | FHZTX vs ORDNX | |
| Fidelity Select Semiconductors Portfolio | 0.68 | 0.68 | 0.68 | 96 | Semiconductors, Technology Equities | FHZTX vs FSELX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 0.76 | 0.76 | 0.76 | 91 | Large Cap Blend Equities | FHZTX vs GTLOX |
See all 18 diversifiers for FHZTX
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