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 DFA U.S. Targeted Value Portfolio (DFFVX) (Small Cap Value Equities) with a 1Y correlation of 0.42, down from 0.58 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Targeted Value Portfolio | 0.42 | 0.49 | 0.58 | 59 | Small Cap Value Equities | MTCIX vs DFFVX | |
| Fidelity Equity-Income Fund | 0.43 | 0.48 | 0.59 | 80 | Large Cap Value Equities | MTCIX vs FEQIX | |
| ARK Venture Fund | 0.45 | 0.54 | — | 99 | Technology Equities | MTCIX vs ARKVX | |
| Franklin Small Cap Value Fund | 0.50 | 0.51 | 0.60 | 55 | Small Cap Value Equities | MTCIX vs FRVLX | |
| DFA International Small Cap Value Portfolio | 0.55 | 0.48 | 0.57 | 65 | Foreign Small & Mid Cap Equities | MTCIX vs DISVX |
See all 27 diversifiers for MTCIX
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