Looking to diversify beyond TRIFX? The mutual funds below have historically moved differently from TRIFX, 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 TRIFX
4 mutual funds have low correlation with TRIFX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.01, down from 0.20 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.01 | 0.11 | 0.20 | 83 | Diversified Portfolio | TRIFX vs SIFAX | |
| MH Elite Small Cap Fund of Funds Fund | 0.09 | 0.16 | 0.48 | 68 | Diversified Portfolio | TRIFX vs MHELX | |
| Catalyst Insider Income Fund | 0.24 | 0.32 | 0.48 | 91 | Short-Term Bond | TRIFX vs IIXIX | |
| Catalyst/CIFC Floating Rate Income Fund | 0.25 | 0.28 | 0.33 | 54 | Bank Loan | TRIFX vs CFRIX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 0.36 | 0.27 | 0.35 | 92 | Multistrategy, Systematic Trend, Global Equities | TRIFX vs MBXIX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements TRIFX
Add TRIFX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with TRIFX