Looking to diversify beyond RPTIX? The mutual funds below have historically moved differently from RPTIX, 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 RPTIX
0 mutual funds have low correlation with RPTIX (below 0.3), 0 of which are negatively correlated. The least correlated is Needham Growth Fund Institutional Class (NEEIX) (Mid Cap Growth Equities) with a 1Y correlation of 0.66, down from 0.80 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 0.66 | 0.73 | 0.80 | 53 | Mid Cap Growth Equities | RPTIX vs NEEIX | |
| Needham Growth Fund | 0.66 | 0.73 | 0.80 | 57 | Mid Cap Growth Equities | RPTIX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 0.67 | 0.77 | 0.85 | 66 | Mid Cap Growth Equities | RPTIX vs TAAGX | |
| T. Rowe Price U.S. Equity Research Fund | 0.68 | 0.79 | 0.86 | 56 | Large Cap Blend Equities | RPTIX vs PRCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 0.72 | 0.80 | 0.85 | 78 | Mid Cap Growth Equities | RPTIX vs POAGX |
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