Looking to diversify beyond TRLVX? The mutual funds below have the lowest correlation with TRLVX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from TRLVX.
Best Diversifiers for TRLVX
4 mutual funds have low correlation with TRLVX (below 0.3), 2 of which are negatively correlated. The least correlated is AlphaSimplex Managed Futures Strategy Fund Class Y (ASFYX) (Systematic Trend) with a 1Y correlation of -0.03, up from -0.35 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AlphaSimplex Managed Futures Strategy Fund Class Y | -0.03 | -0.16 | -0.35 | 51 | Systematic Trend | TRLVX vs ASFYX | |
| BlackRock Global Equity Market Neutral Fund Class ... | -0.02 | 0.01 | 0.01 | 96 | Equity Market Neutral | TRLVX vs BDMIX | |
| Shelton Capital Management Nasdaq-100 Index Fund D... | 0.20 | 0.15 | 0.14 | 59 | Large Cap Growth Equities | TRLVX vs NASDX | |
| iShares S&P 500 Index Fund Class K | 0.29 | 0.21 | 0.16 | 65 | S&P 500 | TRLVX vs WFSPX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | 0.30 | 0.22 | 0.17 | 64 | Large Cap Blend Equities | TRLVX vs VTCLX |
See all 14 diversifiers for TRLVX
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