Looking to diversify beyond MARMX? The mutual funds below have historically moved differently from MARMX, 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 MARMX
0 mutual funds have low correlation with MARMX (below 0.3), 0 of which are negatively correlated. The least correlated is Mutual of America Small Cap Value Fund (MAVKX) (Small Cap Value Equities) with a 1Y correlation of 0.67, roughly unchanged from 0.66 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Mutual of America Small Cap Value Fund | 0.67 | 0.65 | 0.66 | 66 | Small Cap Value Equities | MARMX vs MAVKX | |
| Mutual of America Small Cap Growth Fund | 0.73 | 0.71 | 0.71 | 66 | Small Cap Growth Equities | MARMX vs MAGKX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 0.74 | 0.72 | 0.68 | 77 | Target Retirement Date | MARMX vs DRILX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 0.74 | 0.75 | 0.70 | 77 | Target Retirement Date | MARMX vs DTDRX | |
| Dimensional Retirement Income Fund | 0.75 | 0.82 | 0.77 | 81 | Target Retirement Date | MARMX vs TDIFX |
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