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Fuller & Thaler Behavioral Unconstrained Equity Fund (FTZIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of companies of all market capitalizations based in the U.S. ("80% Policy"). It may invest a portion of its assets in real estate investment trusts ("REITs"), Business Development Companies (BDCs), and Exchange Traded Funds (ETFs whose investment characteristics are consistent with the fund's principal investment strategy. The fund is non-diversified.

Looking to diversify beyond FTZIX? The mutual funds below have the lowest correlation with FTZIX — 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 FTZIX.

Best Diversifiers for FTZIX

0 mutual funds have low correlation with FTZIX (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 0.31, up from 0.11 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
SVPFX
Goldman Sachs Strategic Volatility Premium Fund0.310.130.11
72
Large Cap Blend EquitiesFTZIX vs SVPFX
AVALX
Aegis Value Fund0.320.410.48
87
Small Cap Value EquitiesFTZIX vs AVALX
ORDNX
North Square Preferred and Income Securities Fund0.470.350.40
69
Large Cap Blend EquitiesFTZIX vs ORDNX
LZEMX
Lazard Emerging Markets Equity Portfolio0.530.540.56
94
Emerging Markets DiversifiedFTZIX vs LZEMX
SAOPX
Barrett Opportunity Fund0.550.680.77
63
Large Cap Blend EquitiesFTZIX vs SAOPX
See all 205 diversifiers for FTZIX

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Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from FTZIX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to FTZIX and solid risk/return profiles. The least correlated is Apple Inc (AAPL) (Technology) with a 1Y correlation of 0.37, down from 0.55 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
AAPL
Apple Inc0.370.410.55
88
Technology

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Diversification Analysis

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