Looking to diversify beyond TDIFX? The mutual funds below have historically moved differently from TDIFX, 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 TDIFX
0 mutual funds have low correlation with TDIFX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA U.S. Small Cap Value Portfolio I (DFSVX) (Small Cap Value Equities) with a 1Y correlation of 0.52, roughly unchanged from 0.58 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | 0.52 | 0.59 | 0.58 | 85 | Small Cap Value Equities | TDIFX vs DFSVX | |
| Thornburg Investment Income Builder Fund Class I | 0.52 | 0.58 | 0.59 | 98 | Diversified Portfolio | TDIFX vs TIBIX | |
| DFA U.S. Targeted Value Portfolio Institutional Cl... | 0.53 | 0.60 | 0.59 | 84 | Small Cap Value Equities | TDIFX vs DFFVX | |
| DFA U.S. Large Cap Value Portfolio | 0.59 | 0.60 | 0.60 | 96 | Large Cap Value Equities | TDIFX vs DFLVX | |
| DFA U.S. Small Cap Portfolio | 0.64 | 0.65 | 0.63 | 72 | Small Cap Blend Equities | TDIFX vs DFSTX |
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