Looking to diversify beyond TROSX? The mutual funds below have historically moved differently from TROSX, 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 TROSX
4 mutual funds have low correlation with TROSX (below 0.3), 2 of which are negatively correlated. The least correlated is Fidelity SAI Inflation-Focused (FIFGX) (Commodities) with a 1Y correlation of -0.16, down from 0.19 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity SAI Inflation-Focused | -0.16 | 0.06 | 0.19 | 79 | Commodities | TROSX vs FIFGX | |
| PIMCO CommoditiesPLUS Strategy Fund | -0.13 | 0.06 | 0.18 | 72 | Commodities | TROSX vs PCLIX | |
| MFS Commodity Strategy Fund | 0.05 | 0.17 | 0.23 | 69 | Commodities | TROSX vs MCSFX | |
| Cliffwater Corporate Lending Fund Class I Shares | 0.15 | 0.12 | 0.11 | 100 | Bank Loan, High Yield Bonds | TROSX vs CCLFX | |
| Federated Hermes MDT Small Cap Core Fund | 0.35 | 0.46 | 0.60 | 67 | Small Cap Blend Equities | TROSX vs QISCX |
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