Looking to diversify beyond TRDFX? The mutual funds below have historically moved differently from TRDFX, 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 TRDFX
0 mutual funds have low correlation with TRDFX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA International Small Company Portfolio (DFISX) (Foreign Small & Mid Cap Equities) with a 1Y correlation of 0.67, roughly unchanged from 0.71 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA International Small Company Portfolio | 0.67 | 0.67 | 0.71 | 60 | Foreign Small & Mid Cap Equities, Small Cap Blend Equities | TRDFX vs DFISX | |
| Crossmark Steward International Enhanced Index Fun... | 0.69 | 0.71 | 0.76 | 82 | Foreign Large Cap Equities | TRDFX vs SNTCX | |
| Auer Growth Fund | 0.71 | 0.76 | 0.81 | 91 | Small Cap Blend Equities | TRDFX vs AUERX | |
| Hennessy Cornerstone Growth Fund | 0.73 | 0.83 | 0.83 | 53 | Small Cap Blend Equities | TRDFX vs HFCGX | |
| Crossmark Steward Global Equity Income Fund | 0.81 | 0.86 | 0.88 | 72 | Dividend, Global Equities | TRDFX vs SGISX |
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