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Looking to diversify beyond TEQAX? The mutual funds below have historically moved differently from TEQAX, 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 TEQAX

1 mutual funds have low correlation with TEQAX (below 0.3), 0 of which are negatively correlated. The least correlated is Touchstone Ultra Short Duration Fixed Income Fund (TSDOX) (Ultrashort Bond) with a 1Y correlation of 0.17, up from 0.05 over 5 years.

How candidates are selected

Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for TEQAX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is STAG Industrial, Inc. (STAG) (Real Estate) with a 1Y correlation of 0.24, down from 0.45 over 5 years.

How candidates are selected

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
STAG Industrial, Inc.0.240.380.45
70
Real Estate

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