PortfoliosLab logoPortfoliosLab logo

Looking to diversify beyond FILFX? The mutual funds below have historically moved differently from FILFX, 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 FILFX

2 mutual funds have low correlation with FILFX (below 0.3), 1 of which are negatively correlated. The least correlated is Fidelity SAI Inflation-Focused (FIFGX) (Commodities) with a 1Y correlation of -0.18, down from 0.17 over 5 years.

How candidates are selected

Diversification Analysis

Build a portfolio that complements FILFX

Add FILFX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with FILFX