Looking to diversify beyond TLDTX? The mutual funds below have historically moved differently from TLDTX, 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 TLDTX
5 mutual funds have low correlation with TLDTX (below 0.3), 0 of which are negatively correlated. The least correlated is T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) (Large Cap Blend Equities) with a 1Y correlation of 0.01, down from 0.15 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Dividend Growth Fund, Inc. | 0.01 | 0.10 | 0.15 | 77 | Large Cap Blend Equities, Dividend | TLDTX vs PRDGX | |
| T. Rowe Price Equity Index 500 Fund | 0.06 | 0.09 | 0.14 | 62 | Large Cap Blend Equities | TLDTX vs PREIX | |
| T. Rowe Price U.S. Equity Research Fund | 0.07 | 0.08 | 0.13 | 56 | Large Cap Blend Equities | TLDTX vs PRCOX | |
| SEI Multi-Asset Real Return Fund Class A | 0.24 | 0.32 | 0.43 | 86 | Inflation-Protected Bonds | TLDTX vs SEIAX | |
| Allspring Real Return Fund | 0.25 | 0.38 | 0.56 | 66 | Inflation-Protected Bonds | TLDTX vs IPBAX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for TLDTX, 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 NVIDIA Corporation (NVDA) (Technology) with a 1Y correlation of -0.01, roughly unchanged from 0.04 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| NVIDIA Corporation | -0.01 | -0.03 | 0.04 | 56 | Technology | |
| Berkshire Hathaway Inc. | 0.02 | 0.04 | 0.09 | 61 | Financial Services | |
| PepsiCo, Inc. | 0.06 | 0.09 | 0.13 | 50 | Consumer Defensive |
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