Looking to diversify beyond TAAGX? The mutual funds below have the lowest correlation with TAAGX — 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 TAAGX.
Best Diversifiers for TAAGX
0 mutual funds have low correlation with TAAGX (below 0.3), 0 of which are negatively correlated. The least correlated is Aegis Value Fund (AVALX) (Small Cap Value Equities) with a 1Y correlation of 0.40, roughly unchanged from 0.50 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund | 0.40 | 0.45 | 0.50 | 87 | Small Cap Value Equities | TAAGX vs AVALX | |
| Baron Focused Growth Fund Institutional Shares | 0.45 | 0.66 | 0.75 | 54 | Mid Cap Growth Equities | TAAGX vs BFGIX | |
| Baron Focused Growth Fund | 0.46 | 0.67 | 0.75 | 53 | Mid Cap Growth Equities | TAAGX vs BFGFX | |
| Timothy Plan High Yield Bond Fund | 0.49 | 0.45 | 0.45 | 71 | High Yield Bonds | TAAGX vs TPHAX | |
| Tanaka Growth Fund | 0.69 | 0.74 | 0.79 | 52 | Mid Cap Growth Equities | TAAGX vs TGFRX |
See all 20 diversifiers for TAAGX
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