Looking to diversify beyond TLLVX? The mutual funds below have historically moved differently from TLLVX, 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 TLLVX
2 mutual funds have low correlation with TLLVX (below 0.3), 0 of which are negatively correlated. The least correlated is GQG Partners US Quality Dividend Income Fund (GQHPX) (Quality Factor) with a 1Y correlation of 0.20, down from 0.69 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GQG Partners US Quality Dividend Income Fund | 0.20 | 0.55 | 0.69 | 54 | Quality Factor, Large Cap Value Equities | TLLVX vs GQHPX | |
| Voya Corporate Leaders Trust Fund | 0.29 | 0.58 | 0.71 | 95 | Large Cap Value Equities | TLLVX vs LEXCX | |
| AMG Yacktman Focused Fund | 0.40 | 0.63 | 0.75 | 92 | Large Cap Value Equities | TLLVX vs YAFFX | |
| Buffalo Flexible Income Fund | 0.45 | 0.70 | 0.80 | 87 | Large Cap Value Equities | TLLVX vs BUFBX | |
| Federated Hermes Strategic Value Dividend Fund | 0.46 | 0.58 | 0.70 | 92 | Large Cap Value Equities | TLLVX vs SVAIX |
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