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 Timothy Plan Defensive Strategies Fund Class I (TPDIX) (Allocation--50% to 70% Equity) with a 1Y correlation of 0.34, down from 0.48 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Timothy Plan Defensive Strategies Fund Class I | 0.34 | 0.39 | 0.48 | 56 | Allocation--50% to 70% Equity | TAAGX vs TPDIX | |
| Timothy Plan Defensive Strategies Fund | 0.34 | 0.39 | 0.48 | 54 | Diversified Portfolio | TAAGX vs TPDAX | |
| Aegis Value Fund | 0.38 | 0.44 | 0.49 | 90 | Small Cap Value Equities | TAAGX vs AVALX | |
| Timothy Plan High Yield Bond Fund | 0.47 | 0.44 | 0.45 | 72 | High Yield Bonds | TAAGX vs TPHAX | |
| Loomis Sayles Small/Mid Cap Growth Fund | 0.68 | 0.80 | 0.87 | 53 | Mid Cap Growth Equities | TAAGX vs LSMIX |
See all 16 diversifiers for TAAGX
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