Looking to diversify beyond CAMMX? The mutual funds below have historically moved differently from CAMMX, 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 CAMMX
0 mutual funds have low correlation with CAMMX (below 0.3), 0 of which are negatively correlated. The least correlated is Gotham Enhanced Return Fund (GENIX) (Mid Cap Blend Equities) with a 1Y correlation of 0.60, down from 0.74 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Gotham Enhanced Return Fund | 0.60 | 0.64 | 0.74 | 88 | Mid Cap Blend Equities | CAMMX vs GENIX | |
| Tarkio Fund | 0.61 | 0.71 | 0.79 | 65 | Mid Cap Blend Equities | CAMMX vs TARKX | |
| 13D Activist Fund | 0.62 | 0.75 | 0.83 | 78 | Mid Cap Blend Equities | CAMMX vs DDDIX | |
| Hodges Fund | 0.66 | 0.67 | 0.76 | 59 | Mid Cap Blend Equities | CAMMX vs HDPMX | |
| Paradigm Select Fund | 0.67 | 0.72 | 0.79 | 90 | Mid Cap Blend Equities | CAMMX vs PFSLX |
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