Looking to diversify beyond GTAIX? The mutual funds below have historically moved differently from GTAIX, 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 GTAIX
1 mutual funds have low correlation with GTAIX (below 0.3), 0 of which are negatively correlated. The least correlated is BlackRock Tactical Opportunities Fund Institutional Class (PBAIX) (Tactical Allocation) with a 1Y correlation of 0.03, down from 0.20 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| BlackRock Tactical Opportunities Fund Institutiona... | 0.03 | 0.27 | 0.20 | 85 | Tactical Allocation | GTAIX vs PBAIX | |
| Hussman Strategic Total Return Fund | 0.38 | 0.35 | 0.40 | 95 | Tactical Allocation | GTAIX vs HSTRX | |
| Goldman Sachs TacticalTiltOverlayFund | 0.38 | 0.32 | 0.46 | 72 | Tactical Allocation | GTAIX vs TTIFX | |
| Quantified Evolution Plus Fund | 0.47 | 0.51 | 0.39 | 84 | Tactical Allocation | GTAIX vs QEVOX | |
| PIMCO All Asset All Authority Fund | 0.49 | 0.51 | 0.57 | 88 | Tactical Allocation | GTAIX vs PAUIX |
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