Looking to diversify beyond RFETX? The mutual funds below have historically moved differently from RFETX, 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 RFETX
0 mutual funds have low correlation with RFETX (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 0.74, down from 0.88 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| American Funds The Income Fund of America Class A | 0.74 | 0.84 | 0.88 | 82 | Diversified Portfolio, Dividend | RFETX vs AMECX | |
| Dimensional Retirement Income Fund | 0.85 | 0.85 | 0.82 | 83 | Target Retirement Date | RFETX vs TDIFX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 0.89 | 0.92 | 0.94 | 80 | Target Retirement Date | RFETX vs DRILX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 0.89 | 0.90 | 0.93 | 79 | Target Retirement Date | RFETX vs DTDRX | |
| Prudential Day One Income Fund | 0.89 | 0.89 | 0.90 | 85 | Target Retirement Date | RFETX vs PDAHX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements RFETX
Add RFETX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with RFETX