Looking to diversify beyond TRIGX? The mutual funds below have historically moved differently from TRIGX, 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 TRIGX
0 mutual funds have low correlation with TRIGX (below 0.3), 0 of which are negatively correlated. The least correlated is PGIM Absolute Return Bond Fund (PADZX) (Nontraditional Bonds) with a 1Y correlation of 0.34, up from 0.07 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| PGIM Absolute Return Bond Fund | 0.34 | 0.19 | 0.07 | 97 | Nontraditional Bonds | TRIGX vs PADZX | |
| Fidelity Select Technology Portfolio | 0.51 | 0.50 | 0.58 | 72 | Technology Equities | TRIGX vs FSPTX | |
| Fidelity Advisor Semiconductors Fund Class A | 0.53 | 0.50 | 0.57 | 81 | Semiconductors, Technology Equities, Actively Managed | TRIGX vs FELAX | |
| Federated Hermes International Strategic Value Div... | 0.55 | 0.64 | 0.74 | 88 | Foreign Large Cap Equities | TRIGX vs IVFIX | |
| Pear Tree Polaris Foreign Value Fund | 0.55 | 0.64 | 0.70 | 88 | Foreign Large Cap Equities | TRIGX vs QFVOX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for TRIGX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Berkshire Hathaway Inc. (BRK-B) (Financial Services) with a 1Y correlation of 0.13, down from 0.46 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. | 0.13 | 0.31 | 0.46 | 61 | Financial Services | |
| NVIDIA Corporation | 0.35 | 0.32 | 0.42 | 56 | Technology |
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