Looking to diversify beyond RFDTX? The mutual funds below have the lowest correlation with RFDTX — 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 RFDTX.
Best Diversifiers for RFDTX
0 mutual funds have low correlation with RFDTX (below 0.3), 0 of which are negatively correlated. The least correlated is American Funds The Income Fund of America Class A (AMECX) (Diversified Portfolio) with a 1Y correlation of 0.80, roughly unchanged from 0.89 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| American Funds The Income Fund of America Class A | 0.80 | 0.87 | 0.89 | 57 | Diversified Portfolio, Dividend | RFDTX vs AMECX | |
| Dimensional Retirement Income Fund | 0.85 | 0.87 | 0.85 | 83 | Target Retirement Date | RFDTX vs TDIFX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 0.85 | 0.88 | 0.91 | 78 | Target Retirement Date | RFDTX vs DRILX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 0.85 | 0.87 | 0.91 | 78 | Target Retirement Date | RFDTX vs DTDRX | |
| Dimensional 2055 Target Date Retirement Income Fun... | 0.86 | 0.89 | 0.92 | 77 | Target Retirement Date | RFDTX vs DRIKX |
See all 66 diversifiers for RFDTX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements RFDTX
Add RFDTX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with RFDTX