Looking to diversify beyond TRDFX? The mutual funds below have the lowest correlation with TRDFX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from TRDFX.
Best Diversifiers for TRDFX
0 mutual funds have low correlation with TRDFX (below 0.3), 0 of which are negatively correlated. The least correlated is Auer Growth Fund (AUERX) (Small Cap Blend Equities) with a 1Y correlation of 0.73, roughly unchanged from 0.82 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Auer Growth Fund | 0.73 | 0.78 | 0.82 | 90 | Small Cap Blend Equities | TRDFX vs AUERX | |
| Crossmark Steward Values-Focused Large Cap Enhance... | 0.76 | 0.77 | 0.83 | 63 | Large Cap Blend Equities | TRDFX vs SEECX | |
| Voya Index Plus SmallCap Portfolio | 0.84 | 0.88 | 0.93 | 77 | Small Cap Blend Equities | TRDFX vs IPSIX | |
| Crossmark Steward Global Equity Income Fund | 0.87 | 0.88 | 0.88 | 66 | Global Equities | TRDFX vs SGISX | |
| Paradigm Micro-cap Fund | 0.87 | 0.86 | 0.88 | 53 | Small Cap Blend Equities | TRDFX vs PVIVX |
See all 27 diversifiers for TRDFX
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