Looking to diversify beyond MTCIX? The mutual funds below have the lowest correlation with MTCIX — 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 MTCIX.
Best Diversifiers for MTCIX
0 mutual funds have low correlation with MTCIX (below 0.3), 0 of which are negatively correlated. The least correlated is Fidelity Equity-Income Fund (FEQIX) (Large Cap Value Equities) with a 1Y correlation of 0.38, down from 0.59 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity Equity-Income Fund | 0.38 | 0.46 | 0.59 | 84 | Large Cap Value Equities | MTCIX vs FEQIX | |
| DFA U.S. Targeted Value Portfolio Institutional Cl... | 0.41 | 0.48 | 0.58 | 57 | Small Cap Value Equities | MTCIX vs DFFVX | |
| ARK Venture Fund | 0.43 | 0.54 | — | 99 | Technology Equities | MTCIX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | 0.52 | 0.56 | 0.68 | 65 | Technology Equities | MTCIX vs GTTIX | |
| DFA International Small Cap Value Portfolio Instit... | 0.53 | 0.49 | 0.57 | 59 | Foreign Small & Mid Cap Equities | MTCIX vs DISVX |
See all 24 diversifiers for MTCIX
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