Looking to diversify beyond TGFRX? The mutual funds below have historically moved differently from TGFRX, 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 TGFRX
0 mutual funds have low correlation with TGFRX (below 0.3), 0 of which are negatively correlated. The least correlated is Victory Munder Mid-Cap Core Growth Fund (MGOYX) (Mid Cap Growth Equities) with a 1Y correlation of 0.66, roughly unchanged from 0.74 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | 0.66 | 0.69 | 0.74 | 76 | Mid Cap Growth Equities | TGFRX vs MGOYX | |
| Eventide Gilead Fund | 0.67 | 0.71 | 0.76 | 51 | Mid Cap Growth Equities | TGFRX vs ETGLX | |
| Vanguard Total International Stock Index Fund Admi... | 0.67 | 0.64 | 0.68 | 72 | Foreign Large Cap Equities | TGFRX vs VTIAX | |
| Eventide Gilead Class I | 0.68 | 0.71 | 0.76 | 50 | Mid Cap Growth Equities | TGFRX vs ETILX | |
| USAA Extended Market Index Fund | 0.70 | 0.70 | 0.77 | 66 | Mid Cap Growth Equities | TGFRX vs USMIX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for TGFRX, 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 Apple Inc (AAPL) (Technology) with a 1Y correlation of 0.28, down from 0.48 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Apple Inc | 0.28 | 0.36 | 0.48 | 89 | Technology |
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