PortfoliosLab logoPortfoliosLab logo

Looking to diversify beyond TRTIX? The mutual funds below have historically moved differently from TRTIX, 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 TRTIX

0 mutual funds have low correlation with TRTIX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes International Strategic Value Dividend Fund (IVFIX) (Foreign Large Cap Equities) with a 1Y correlation of 0.56, down from 0.74 over 5 years.

How candidates are selected

Diversification Analysis

Build a portfolio that complements TRTIX

Add TRTIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with TRTIX