Looking to diversify beyond FTXSX? The mutual funds below have historically moved differently from FTXSX, 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 FTXSX
0 mutual funds have low correlation with FTXSX (below 0.3), 0 of which are negatively correlated. The least correlated is Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) (Mid Cap Blend Equities) with a 1Y correlation of 0.64, down from 0.78 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 0.64 | 0.69 | 0.78 | 80 | Mid Cap Blend Equities | FTXSX vs FTSIX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 0.65 | 0.73 | 0.79 | 92 | Large Cap Blend Equities | FTXSX vs FTZIX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 0.68 | 0.75 | 0.82 | 76 | Small Cap Blend Equities | FTXSX vs FTHNX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 0.68 | 0.75 | 0.82 | 77 | Small Cap Blend Equities | FTXSX vs FTHSX | |
| Fidelity 500 Index Fund | 0.77 | 0.78 | 0.82 | 59 | S&P 500 | FTXSX vs FXAIX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements FTXSX
Add FTXSX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with FTXSX