Looking to diversify beyond MARMX? The mutual funds below have the lowest correlation with MARMX — 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 MARMX.
Best Diversifiers for MARMX
0 mutual funds have low correlation with MARMX (below 0.3), 0 of which are negatively correlated. The least correlated is Dimensional Retirement Income Fund (TDIFX) (Target Retirement Date) with a 1Y correlation of 0.74, roughly unchanged from 0.76 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 0.74 | 0.82 | 0.76 | 77 | Target Retirement Date | MARMX vs TDIFX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 0.74 | 0.73 | 0.68 | 81 | Target Retirement Date | MARMX vs DRILX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 0.74 | 0.75 | 0.69 | 81 | Target Retirement Date | MARMX vs DTDRX | |
| Mutual of America Small Cap Growth Fund | 0.78 | 0.72 | 0.71 | 72 | Small Cap Growth Equities | MARMX vs MAGKX | |
| Mutual of America Mid-Cap Equity Index Fund | 0.79 | 0.75 | 0.74 | 60 | Mid Cap Blend Equities | MARMX vs MAMEX |
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