Looking to diversify beyond FTRIX? The mutual funds below have the lowest correlation with FTRIX — 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 FTRIX.
Best Diversifiers for FTRIX
1 mutual funds have low correlation with FTRIX (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 0.27, 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 | 0.27 | 0.10 | 0.07 | 70 | Large Cap Blend Equities | FTRIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.49 | 0.34 | 0.42 | 68 | Large Cap Blend Equities | FTRIX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.57 | 0.69 | 0.78 | 63 | Large Cap Blend Equities | FTRIX vs RCKSX | |
| Gabelli Global Financial Services Fund | 0.59 | 0.63 | 0.73 | 73 | Financials Equities | FTRIX vs GFSIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 0.60 | 0.76 | 0.85 | 89 | Large Cap Blend Equities | FTRIX vs RESGX |
See all 208 diversifiers for FTRIX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements FTRIX
Add FTRIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with FTRIX