Looking to diversify beyond TRREX? The mutual funds below have historically moved differently from TRREX, 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 TRREX
6 mutual funds have low correlation with TRREX (below 0.3), 1 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.20 | — | — | 99 | REIT | TRREX vs QREARX | |
| Redwood Real Estate Income Fund | 0.04 | — | — | 100 | REIT | TRREX vs CREMX | |
| T. Rowe Price U.S. Equity Research Fund | 0.13 | 0.37 | 0.53 | 51 | Large Cap Blend Equities | TRREX vs PRCOX | |
| Fidelity 500 Index Fund | 0.16 | 0.39 | 0.55 | 59 | S&P 500 | TRREX vs FXAIX | |
| T. Rowe Price Equity Index 500 Fund | 0.16 | 0.40 | 0.55 | 57 | Large Cap Blend Equities | TRREX vs PREIX |
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