Looking to diversify beyond TWUSX? The mutual funds below have historically moved differently from TWUSX, 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 TWUSX
4 mutual funds have low correlation with TWUSX (below 0.3), 0 of which are negatively correlated. The least correlated is American Century Equity Income Fund Class I (ACIIX) (Dividend) with a 1Y correlation of 0.15, roughly unchanged from 0.09 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| American Century Equity Income Fund Class I | 0.15 | 0.12 | 0.09 | 84 | Dividend, Large Cap Value Equities | TWUSX vs ACIIX | |
| American Century Equity Income Fund | 0.16 | 0.13 | 0.09 | 83 | Dividend, Large Cap Value Equities | TWUSX vs TWEIX | |
| American Century Disciplined Core Value Fund | 0.17 | 0.08 | 0.05 | 90 | Large Cap Value Equities | TWUSX vs BIGRX | |
| DFA Short-Term Government Portfolio | 0.28 | 0.07 | 0.31 | 99 | Government Bonds | TWUSX vs DFFGX | |
| Federated Hermes Adjustable Rate Fund | 0.32 | 0.51 | 0.50 | 99 | Government Bonds | TWUSX vs FEUGX |
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