Looking to diversify beyond RCTRX? The mutual funds below have historically moved differently from RCTRX, 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 RCTRX
9 mutual funds have low correlation with RCTRX (below 0.3), 3 of which are negatively correlated. The least correlated is Artisan Global Unconstrained Fund (APFPX) (Nontraditional Bonds) with a 1Y correlation of -0.12, up from -0.29 over 3 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Artisan Global Unconstrained Fund | -0.12 | -0.29 | — | 99 | Nontraditional Bonds | RCTRX vs APFPX | |
| Victory Pioneer Cat Bond Fund Class Y | -0.11 | — | — | 100 | Nontraditional Bonds | RCTRX vs CBYYX | |
| Cliffwater Enhanced Lending Fund | -0.02 | 0.02 | 0.03 | 100 | Nontraditional Bonds | RCTRX vs CELFX | |
| Putnam Mortgage Opportunities Fund | 0.04 | -0.02 | -0.01 | 88 | Nontraditional Bonds | RCTRX vs PMOTX | |
| Dunham Long/Short Credit Fund | 0.11 | -0.01 | 0.01 | 80 | Nontraditional Bonds | RCTRX vs DCAIX |
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