Looking to diversify beyond FTGRX? The mutual funds below have the lowest correlation with FTGRX — 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 FTGRX.
Best Diversifiers for FTGRX
1 mutual funds have low correlation with FTGRX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.22, up from 0.07 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.22 | 0.09 | 0.07 | 73 | Large Cap Blend Equities | FTGRX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.47 | 0.33 | 0.42 | 72 | Large Cap Blend Equities | FTGRX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.57 | 0.69 | 0.78 | 56 | Large Cap Blend Equities | FTGRX vs RCKSX | |
| First Eagle Overseas Fund Class I | 0.60 | 0.61 | 0.69 | 57 | Large Cap Blend Equities, Foreign Large Cap Equities | FTGRX vs SGOIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 0.62 | 0.77 | 0.86 | 91 | Large Cap Blend Equities | FTGRX vs RESGX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements FTGRX
Add FTGRX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with FTGRX