Looking to diversify beyond FTMSX? The mutual funds below have the lowest correlation with FTMSX — 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 FTMSX.
Best Diversifiers for FTMSX
0 mutual funds have low correlation with FTMSX (below 0.3), 0 of which are negatively correlated. The least correlated is Fuller & Thaler Behavioral Unconstrained Equity Fund (FTZIX) (Large Cap Blend Equities) with a 1Y correlation of 0.69, roughly unchanged from 0.75 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 0.69 | 0.71 | 0.75 | 89 | Large Cap Blend Equities | FTMSX vs FTZIX | |
| Auer Growth Fund | 0.74 | 0.76 | 0.80 | 83 | Small Cap Blend Equities | FTMSX vs AUERX | |
| Fuller & Thaler Behavioral Small-Cap Growth Fund | 0.74 | 0.77 | 0.83 | 81 | Small Cap Growth Equities | FTMSX vs FTXNX | |
| FullerThaler Behavioral Small-Cap Growth Fund | 0.74 | 0.77 | 0.83 | 82 | Small Cap Growth Equities | FTMSX vs FTXSX | |
| Voya Index Plus SmallCap Portfolio | 0.75 | 0.81 | 0.86 | 86 | Small Cap Blend Equities | FTMSX vs IPSIX |
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