Looking to diversify beyond TAAGX? The mutual funds below have historically moved differently from TAAGX, 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 TAAGX
0 mutual funds have low correlation with TAAGX (below 0.3), 0 of which are negatively correlated. The least correlated is Timothy Plan Defensive Strategies Fund (TPDAX) (Diversified Portfolio) with a 1Y correlation of 0.37, down from 0.48 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Timothy Plan Defensive Strategies Fund | 0.37 | 0.39 | 0.48 | 72 | Diversified Portfolio | TAAGX vs TPDAX | |
| Timothy Plan Defensive Strategies Fund Class I | 0.38 | 0.39 | 0.47 | 70 | Tactical Allocation | TAAGX vs TPDIX | |
| Aegis Value Fund Class I | 0.43 | 0.44 | 0.49 | 94 | Small Cap Value Equities | TAAGX vs AVALX | |
| Timothy Plan High Yield Bond Fund | 0.45 | 0.44 | 0.44 | 75 | High Yield Bonds | TAAGX vs TPHAX | |
| Timothy Plan Conservative Growth Fund | 0.67 | 0.71 | 0.76 | 53 | Diversified Portfolio | TAAGX vs TCGAX |
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