Looking to diversify beyond TAREX? The mutual funds below have historically moved differently from TAREX, 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 TAREX
2 mutual funds have low correlation with TAREX (below 0.3), 2 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.26 | — | — | 99 | REIT | TAREX vs QREARX | |
| Redwood Real Estate Income Fund | -0.01 | — | — | 100 | REIT | TAREX vs CREMX | |
| abrdn Realty Income & Growth Fund | 0.53 | 0.58 | 0.68 | 82 | REIT | TAREX vs AIGYX | |
| Third Avenue Value Fund | 0.55 | 0.62 | 0.65 | 90 | Global Equities | TAREX vs TAVFX | |
| VY CBRE Real Estate Portfolio | 0.56 | 0.64 | 0.72 | 77 | REIT | TAREX vs IVRSX |
See all 22 diversifiers for TAREX
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