Looking to diversify beyond ZTR? The mutual funds below have the lowest correlation with ZTR — 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 ZTR.
Best Diversifiers for ZTR
11 mutual funds have low correlation with ZTR (below 0.3), 0 of which are negatively correlated. The least correlated is Virtus Seix Floating Rate High Income Fund (SAMBX) (Bank Loan) with a 1Y correlation of 0.03, down from 0.24 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Virtus Seix Floating Rate High Income Fund | 0.03 | 0.18 | 0.24 | 97 | Bank Loan | ZTR vs SAMBX | |
| MH Elite Small Cap Fund of Funds Fund | 0.12 | 0.11 | 0.30 | 67 | Diversified Portfolio | ZTR vs MHELX | |
| Highland Funds I - Highland Opportunities and Inco... | 0.14 | 0.21 | 0.23 | 71 | Diversified Portfolio | ZTR vs HFRO | |
| Fidelity Advisor Blue Chip Growth Fund Class Z | 0.18 | — | — | 73 | Diversified Portfolio | ZTR vs FBCKX | |
| Standpoint Multi-Asset Fund Institutional | 0.22 | 0.27 | 0.28 | 81 | Diversified Portfolio | ZTR vs BLNDX |
See all 36 diversifiers for ZTR
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