Looking to diversify beyond TLXIX? The mutual funds below have historically moved differently from TLXIX, 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 TLXIX
0 mutual funds have low correlation with TLXIX (below 0.3), 0 of which are negatively correlated. The least correlated is TIAA-CREF Large-Cap Value Index Fund (TILVX) (Large Cap Value Equities) with a 1Y correlation of 0.77, roughly unchanged from 0.86 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA-CREF Large-Cap Value Index Fund | 0.77 | 0.80 | 0.86 | 94 | Large Cap Value Equities | TLXIX vs TILVX | |
| Dimensional Retirement Income Fund | 0.81 | 0.79 | 0.76 | 81 | Target Retirement Date | TLXIX vs TDIFX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 0.82 | 0.74 | 0.68 | 53 | Target Retirement Date | TLXIX vs DRIQX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.83 | 0.83 | 0.86 | 79 | Small Cap Blend Equities | TLXIX vs TISBX | |
| MFS Lifetime Income Fund | 0.83 | 0.80 | 0.82 | 66 | Target Retirement Date | TLXIX vs MLLIX |
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