Looking to diversify beyond TLVAX? The mutual funds below have historically moved differently from TLVAX, 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 TLVAX
0 mutual funds have low correlation with TLVAX (below 0.3), 0 of which are negatively correlated. The least correlated is Timothy Plan High Yield Bond Fund (TPHAX) (High Yield Bonds) with a 1Y correlation of 0.45, roughly unchanged from 0.45 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Timothy Plan High Yield Bond Fund | 0.45 | 0.43 | 0.45 | 75 | High Yield Bonds | TLVAX vs TPHAX | |
| Timothy Plan Defensive Strategies Fund Class I | 0.52 | 0.52 | 0.59 | 70 | Tactical Allocation | TLVAX vs TPDIX | |
| Timothy Plan Defensive Strategies Fund | 0.54 | 0.53 | 0.60 | 72 | Diversified Portfolio | TLVAX vs TPDAX | |
| 13D Activist Fund | 0.61 | 0.73 | 0.79 | 78 | Mid Cap Blend Equities | TLVAX vs DDDIX | |
| Hodges Fund | 0.63 | 0.73 | 0.79 | 59 | Mid Cap Blend Equities | TLVAX vs HDPMX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements TLVAX
Add TLVAX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with TLVAX