Looking to diversify beyond FTVNX? The mutual funds below have historically moved differently from FTVNX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for FTVNX
2 mutual funds have low correlation with FTVNX (below 0.3), 0 of which are negatively correlated. The least correlated is Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) (Small Cap Growth Equities) with a 1Y correlation of 0.24, down from 0.59 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Small-Cap Growth Fund | 0.24 | 0.46 | 0.59 | 64 | Small Cap Growth Equities | FTVNX vs FTXNX | |
| FullerThaler Behavioral Small-Cap Growth Fund | 0.24 | 0.46 | 0.59 | 63 | Small Cap Growth Equities | FTVNX vs FTXSX | |
| Invesco Value Opportunities Fund Class Y | 0.37 | 0.62 | 0.75 | 74 | Mid Cap Value Equities | FTVNX vs VVOIX | |
| Invesco Value Opportunities Fund | 0.37 | 0.62 | 0.75 | 74 | Mid Cap Value Equities | FTVNX vs VVOAX | |
| Invesco V.I. American Value Fund | 0.37 | 0.61 | 0.75 | 72 | Mid Cap Value Equities | FTVNX vs UMCVX |
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