Looking to diversify beyond RFI? The mutual funds below have historically moved differently from RFI, 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 RFI
6 mutual funds have low correlation with RFI (below 0.3), 2 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.20 | — | — | 99 | REIT | RFI vs QREARX | |
| Columbia Seligman Premium Technology Growth Fund | -0.02 | 0.20 | 0.31 | 88 | Technology Equities, Options Trading, Actively Managed | RFI vs STK | |
| Redwood Real Estate Income Fund | 0.04 | — | — | 100 | REIT | RFI vs CREMX | |
| Virtus Equity & Convertible Income Fund | 0.16 | 0.36 | 0.42 | 64 | Derivative Income, Convertible Bonds | RFI vs NIE | |
| Cohen & Steers Preferred Securities and Income SMA... | 0.24 | 0.32 | 0.33 | 85 | Preferred Stock | RFI vs PISHX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for RFI, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is BlackRock Science and Technology Term Trust (BSTZ) (Financial Services) with a 1Y correlation of -0.01, down from 0.33 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| BlackRock Science and Technology Term Trust | -0.01 | 0.22 | 0.33 | 87 | Financial Services | |
| BlackRock Science and Technology Trust | 0.05 | 0.21 | 0.32 | 80 | Financial Services | |
| Abrdn Total Dynamic Dividend Fund | 0.25 | 0.42 | 0.45 | 88 | Financial Services | |
| Cohen & Steers Quality Income Realty Fund, Inc. | 0.76 | 0.78 | 0.75 | 66 | Financial Services |
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