Looking to diversify beyond TRIKX? The mutual funds below have historically moved differently from TRIKX, 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 TRIKX
0 mutual funds have low correlation with TRIKX (below 0.3), 0 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 0.79 | — | — | 81 | Target Retirement Date | TRIKX vs TDIFX | |
| T. Rowe Price Dividend Growth Fund, Inc. | 0.83 | — | — | 77 | Large Cap Blend Equities, Dividend | TRIKX vs PRDGX | |
| Voya Target In-Retirement Fund | 0.84 | 0.83 | 0.83 | 70 | Target Retirement Date | TRIKX vs ISOLX | |
| Prudential Day One Income Fund | 0.84 | — | — | 85 | Target Retirement Date | TRIKX vs PDAHX | |
| Fidelity Freedom Index Income Fund Institutional P... | 0.85 | — | — | 70 | Target Retirement Date | TRIKX vs FFGZX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements TRIKX
Add TRIKX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with TRIKX