Looking to diversify beyond RFVTX? The mutual funds below have historically moved differently from RFVTX, 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 RFVTX
0 mutual funds have low correlation with RFVTX (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 0.64, down from 0.82 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 | 0.64 | 0.77 | 0.82 | 81 | Diversified Portfolio, Dividend | RFVTX vs AMECX | |
| Dimensional Retirement Income Fund | 0.77 | 0.76 | 0.74 | 81 | Target Retirement Date | RFVTX vs TDIFX | |
| Prudential Day One Income Fund | 0.79 | 0.79 | 0.81 | 85 | Target Retirement Date | RFVTX vs PDAHX | |
| Voya Target In-Retirement Fund | 0.82 | 0.81 | 0.82 | 70 | Target Retirement Date | RFVTX vs ISOLX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 0.84 | 0.72 | 0.70 | 73 | Target Retirement Date | RFVTX vs FIKFX |
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