Looking to diversify beyond TVOAX? The mutual funds below have the lowest correlation with TVOAX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from TVOAX.
Best Diversifiers for TVOAX
1 mutual funds have low correlation with TVOAX (below 0.3), 0 of which are negatively correlated. The least correlated is Touchstone Ultra Short Duration Fixed Income Fund (TSDOX) (Ultrashort Bond) with a 1Y correlation of 0.11, roughly unchanged from 0.04 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Touchstone Ultra Short Duration Fixed Income Fund | 0.11 | 0.06 | 0.04 | 98 | Ultrashort Bond | TVOAX vs TSDOX | |
| Aegis Value Fund | 0.37 | 0.48 | 0.56 | 94 | Small Cap Value Equities | TVOAX vs AVALX | |
| Touchstone International Equity Fund | 0.53 | 0.58 | 0.63 | 91 | Foreign Large Cap Equities | TVOAX vs SWRLX | |
| Bridgeway Ultra Small Company Market Fund | 0.70 | 0.78 | 0.79 | 79 | Small Cap Value Equities | TVOAX vs BRSIX | |
| Royce Special Equity Fund | 0.79 | 0.86 | 0.88 | 75 | Small Cap Value Equities | TVOAX vs RYSEX |
See all 20 diversifiers for TVOAX
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