Looking to diversify beyond MAMTX? The mutual funds below have historically moved differently from MAMTX, 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 MAMTX
17 mutual funds have low correlation with MAMTX (below 0.3), 3 of which are negatively correlated. The least correlated is Virtus AlphaSimplex Managed Futures Strategy Fund Class I (ASFYX) (Systematic Trend) with a 1Y correlation of -0.04, roughly unchanged from -0.10 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | -0.04 | -0.09 | -0.10 | 66 | Systematic Trend | MAMTX vs ASFYX | |
| DFA California Municipal Real Return Portfolio | -0.02 | 0.15 | 0.23 | 91 | Municipal Bonds | MAMTX vs DCARX | |
| DFA Municipal Real Return Portfolio | -0.01 | 0.18 | 0.24 | 94 | Municipal Bonds | MAMTX vs DMREX | |
| BlackRock Global Equity Market Neutral Fund | 0.03 | 0.03 | 0.03 | 97 | Equity Market Neutral | MAMTX vs BDMAX | |
| BlackRock Global Equity Market Neutral Fund Class ... | 0.05 | 0.04 | 0.04 | 97 | Equity Market Neutral | MAMTX vs BDMIX |
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