Looking to diversify beyond TRLVX? The mutual funds below have historically moved differently from TRLVX, 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 TRLVX
3 mutual funds have low correlation with TRLVX (below 0.3), 3 of which are negatively correlated. The least correlated is Virtus AlphaSimplex Managed Futures Strategy Fund Class I (ASFYX) (Systematic Trend) with a 1Y correlation of -0.07, up from -0.35 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | -0.07 | -0.16 | -0.35 | 66 | Systematic Trend | TRLVX vs ASFYX | |
| BlackRock Global Equity Market Neutral Fund | -0.03 | -0.01 | 0.00 | 97 | Equity Market Neutral | TRLVX vs BDMAX | |
| BlackRock Global Equity Market Neutral Fund Class ... | -0.03 | 0.00 | 0.01 | 97 | Equity Market Neutral | TRLVX vs BDMIX | |
| iShares S&P 500 Index Fund Class K | 0.31 | 0.21 | 0.17 | 63 | S&P 500 | TRLVX vs WFSPX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | 0.31 | 0.22 | 0.18 | 62 | Large Cap Blend Equities | TRLVX vs VTCLX |
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