Looking to diversify beyond FTRNX? The mutual funds below have the lowest correlation with FTRNX — 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 FTRNX.
Best Diversifiers for FTRNX
0 mutual funds have low correlation with FTRNX (below 0.3), 0 of which are negatively correlated. The least correlated is Emerald Insights Fund (EFCNX) (Large Cap Growth Equities) with a 1Y correlation of 0.37, down from 0.86 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Emerald Insights Fund | 0.37 | 0.79 | 0.86 | 99 | Large Cap Growth Equities | FTRNX vs EFCNX | |
| Vanguard Wellesley Income Fund Admiral Shares | 0.42 | 0.42 | 0.50 | 58 | Diversified Portfolio | FTRNX vs VWIAX | |
| Fidelity Blue Chip Value Fund | 0.53 | 0.41 | 0.53 | 69 | Large Cap Value Equities | FTRNX vs FBCVX | |
| Fidelity Value Fund | 0.56 | 0.56 | 0.65 | 65 | Mid Cap Value Equities | FTRNX vs FDVLX | |
| Dodge & Cox Emerging Markets Stock Fund | 0.57 | 0.55 | 0.59 | 94 | Emerging Markets Diversified | FTRNX vs DODEX |
See all 52 diversifiers for FTRNX
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