Looking to diversify beyond TRRAX? The mutual funds below have historically moved differently from TRRAX, 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 TRRAX
0 mutual funds have low correlation with TRRAX (below 0.3), 0 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Columbia Dividend Income Fund Class S | 0.65 | — | — | 89 | Large Cap Value Equities | TRRAX vs GFSDX | |
| Putnam Large Cap Value Fund | 0.76 | 0.79 | 0.81 | 92 | Large Cap Value Equities | TRRAX vs PEYAX | |
| T. Rowe Price Dividend Growth Fund, Inc. | 0.78 | 0.83 | 0.85 | 77 | Large Cap Blend Equities, Dividend | TRRAX vs PRDGX | |
| Fidelity Small Cap Index Fund | 0.80 | 0.80 | 0.82 | 79 | Small Cap Blend Equities | TRRAX vs FSSNX | |
| Fidelity Mid Cap Index Fund | 0.80 | 0.85 | 0.88 | 61 | Mid Cap Blend Equities | TRRAX vs FSMDX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements TRRAX
Add TRRAX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with TRRAX