Looking to diversify beyond TDIFX? The mutual funds below have the lowest correlation with TDIFX — 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 TDIFX.
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 0.53, roughly unchanged from 0.58 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | 0.53 | 0.59 | 0.58 | 61 | Small Cap Value Equities | TDIFX vs DFSVX | |
| Thornburg Investment Income Builder Fund Class I | 0.53 | 0.59 | 0.59 | 97 | Diversified Portfolio | TDIFX vs TIBIX | |
| DFA U.S. Targeted Value Portfolio Institutional Cl... | 0.54 | 0.60 | 0.59 | 60 | Small Cap Value Equities | TDIFX vs DFFVX | |
| DFA U.S. Large Cap Value Portfolio | 0.60 | 0.60 | 0.60 | 92 | Large Cap Value Equities | TDIFX vs DFLVX | |
| DFA U.S. Small Cap Portfolio | 0.63 | 0.65 | 0.63 | 54 | Small Cap Blend Equities | TDIFX vs DFSTX |
See all 549 diversifiers for TDIFX
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