Looking to diversify beyond RFGTX? The mutual funds below have historically moved differently from RFGTX, 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 RFGTX
0 mutual funds have low correlation with RFGTX (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 0.70, down from 0.85 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 | 0.70 | 0.80 | 0.85 | 81 | Diversified Portfolio, Dividend | RFGTX vs AMECX | |
| Dimensional Retirement Income Fund | 0.80 | 0.78 | 0.75 | 81 | Target Retirement Date | RFGTX vs TDIFX | |
| Prudential Day One Income Fund | 0.84 | 0.81 | 0.83 | 85 | Target Retirement Date | RFGTX vs PDAHX | |
| Voya Target In-Retirement Fund | 0.85 | 0.83 | 0.84 | 70 | Target Retirement Date | RFGTX vs ISOLX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 0.85 | 0.74 | 0.71 | 73 | Target Retirement Date | RFGTX vs FIKFX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements RFGTX
Add RFGTX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with RFGTX