Looking to diversify beyond TAVFX? The mutual funds below have the lowest correlation with TAVFX — 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 TAVFX.
Best Diversifiers for TAVFX
0 mutual funds have low correlation with TAVFX (below 0.3), 0 of which are negatively correlated. The least correlated is Baron Partners Fund (BPTRX) (Large Cap Growth Equities) with a 1Y correlation of 0.40, roughly unchanged from 0.47 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | 0.40 | 0.40 | 0.47 | 72 | Large Cap Growth Equities | TAVFX vs BPTRX | |
| Cohen & Steers Global Infrastructure Fund Class A | 0.45 | 0.45 | 0.52 | 51 | Global Equities | TAVFX vs CSUAX | |
| T. Rowe Price Global Technology Fund I Class | 0.51 | 0.46 | 0.47 | 87 | Technology Equities, Global Equities | TAVFX vs PGTIX | |
| Oberweis Global Opportunities Fund | 0.55 | 0.58 | 0.63 | 75 | Global Equities | TAVFX vs OBEGX | |
| American Funds The New Economy Fund® Class F-2 | 0.57 | 0.52 | 0.57 | 87 | Global Equities | TAVFX vs NEFFX |
See all 47 diversifiers for TAVFX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements TAVFX
Add TAVFX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with TAVFX