Looking to diversify beyond RFETX? The mutual funds below have the lowest correlation with RFETX — 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 RFETX.
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 Dimensional Retirement Income Fund (TDIFX) (Target Retirement Date) with a 1Y correlation of 0.82, roughly unchanged from 0.82 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 0.82 | 0.84 | 0.82 | 64 | Target Retirement Date | RFETX vs TDIFX | |
| MFS Lifetime 2025 Fund | 0.87 | 0.90 | 0.93 | 66 | Target Retirement Date | RFETX vs LTTIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 0.87 | 0.84 | 0.83 | 66 | Target Retirement Date | RFETX vs FRQIX | |
| Prudential Day One Income Fund | 0.87 | 0.89 | 0.90 | 72 | Target Retirement Date | RFETX vs PDAHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 0.88 | 0.83 | 0.80 | 64 | Target Retirement Date | RFETX vs FRIMX |
See all 68 diversifiers for RFETX
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