Looking to diversify beyond TRRKX? The mutual funds below have historically moved differently from TRRKX, 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 TRRKX
0 mutual funds have low correlation with TRRKX (below 0.3), 0 of which are negatively correlated. The least correlated is Dimensional Retirement Income Fund (TDIFX) (Target Retirement Date) with a 1Y correlation of 0.78, roughly unchanged from 0.73 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 0.78 | 0.76 | 0.73 | 81 | Target Retirement Date | TRRKX vs TDIFX | |
| T. Rowe Price Dividend Growth Fund, Inc. | 0.79 | 0.84 | 0.88 | 77 | Large Cap Blend Equities, Dividend | TRRKX vs PRDGX | |
| Prudential Day One Income Fund | 0.83 | 0.81 | 0.82 | 85 | Target Retirement Date | TRRKX vs PDAHX | |
| Fidelity Freedom Index Income Fund Institutional P... | 0.84 | 0.72 | 0.69 | 70 | Target Retirement Date | TRRKX vs FFGZX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 0.85 | 0.72 | 0.69 | 73 | Target Retirement Date | TRRKX vs FIKFX |
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