Looking to diversify beyond TIMUX? The mutual funds below have historically moved differently from TIMUX, 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 TIMUX
19 mutual funds have low correlation with TIMUX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA California Municipal Real Return Portfolio (DCARX) (Municipal Bonds) with a 1Y correlation of 0.03, down from 0.22 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA California Municipal Real Return Portfolio | 0.03 | 0.17 | 0.22 | 91 | Municipal Bonds | TIMUX vs DCARX | |
| DFA Municipal Real Return Portfolio | 0.04 | 0.19 | 0.23 | 94 | Municipal Bonds | TIMUX vs DMREX | |
| Transamerica Small Cap Value | 0.13 | 0.10 | 0.08 | 93 | Small Cap Value Equities | TIMUX vs TSLTX | |
| Transamerica Large Value Opportunities | 0.20 | 0.14 | 0.10 | 67 | Large Cap Value Equities | TIMUX vs TLOFX | |
| Transamerica Small/Mid Cap Value Fund | 0.20 | 0.15 | 0.10 | 76 | Mid Cap Value Equities | TIMUX vs IIVAX |
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