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
6 mutual funds have low correlation with TRLVX (below 0.3), 0 of which are negatively correlated. The least correlated is BlackRock Global Long/Short Equity Fund Class I (BDMIX) (Long-Short) with a 1Y correlation of 0.01, roughly unchanged from 0.01 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| BlackRock Global Long/Short Equity Fund Class I | 0.01 | 0.02 | 0.01 | 95 | Long-Short | TRLVX vs BDMIX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | 0.02 | -0.16 | -0.35 | 60 | Systematic Trend | TRLVX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | 0.17 | 0.14 | 0.14 | 66 | Technology Equities | TRLVX vs BGSAX | |
| Shelton Capital Management Nasdaq-100 Index Fund D... | 0.22 | 0.15 | 0.14 | 70 | Large Cap Growth Equities | TRLVX vs NASDX | |
| iShares S&P 500 Index Fund Class K | 0.29 | 0.21 | 0.16 | 66 | S&P 500 | TRLVX vs WFSPX |
See all 15 diversifiers for TRLVX
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