Looking to diversify beyond TRMVX? The mutual funds below have historically moved differently from TRMVX, 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 TRMVX
2 mutual funds have low correlation with TRMVX (below 0.3), 0 of which are negatively correlated. The least correlated is BlackRock Global Equity Market Neutral Fund (BDMAX) (Equity Market Neutral) with a 1Y correlation of 0.20, up from 0.06 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| BlackRock Global Equity Market Neutral Fund | 0.20 | 0.09 | 0.06 | 97 | Equity Market Neutral | TRMVX vs BDMAX | |
| BlackRock Global Equity Market Neutral Fund Class ... | 0.20 | 0.09 | 0.06 | 97 | Equity Market Neutral | TRMVX vs BDMIX | |
| Virtus AlphaSimplex Managed Futures Strategy Fund ... | 0.30 | 0.23 | 0.11 | 66 | Systematic Trend | TRMVX vs ASFYX | |
| AMG Yacktman Focused Fund | 0.34 | 0.63 | 0.75 | 89 | Large Cap Value Equities | TRMVX vs YAFFX | |
| GQG Partners US Quality Dividend Income Fund | 0.35 | 0.60 | 0.71 | 62 | Quality Factor, Large Cap Value Equities | TRMVX vs GQHPX |
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