Looking to diversify beyond FTAEX? The mutual funds below have the lowest correlation with FTAEX — 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 FTAEX.
Best Diversifiers for FTAEX
0 mutual funds have low correlation with FTAEX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes International Strategic Value Dividend Fund (IVFIX) (Foreign Large Cap Equities) with a 1Y correlation of 0.45, down from 0.65 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes International Strategic Value Div... | 0.45 | 0.54 | 0.65 | 61 | Foreign Large Cap Equities | FTAEX vs IVFIX | |
| PIMCO RAE PLUS International Fund | 0.59 | 0.61 | 0.64 | 82 | Foreign Large Cap Equities | FTAEX vs PTSIX | |
| SA International Value Fund | 0.65 | 0.66 | 0.73 | 89 | Foreign Large Cap Equities | FTAEX vs SAHMX | |
| Fidelity Select Semiconductors Portfolio | 0.68 | 0.64 | 0.67 | 92 | Semiconductors, Technology Equities | FTAEX vs FSELX | |
| Thornburg Global Opportunities Fund | 0.68 | 0.79 | 0.84 | 86 | Foreign Large Cap Equities | FTAEX vs THOIX |
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