Looking to diversify beyond CAPIX? The mutual funds below have the lowest correlation with CAPIX — 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 CAPIX.
Best Diversifiers for CAPIX
46 mutual funds have low correlation with CAPIX (below 0.3), 3 of which are negatively correlated.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | -0.03 | — | — | 100 | Bank Loan | CAPIX vs RCRIX | |
| Loomis Sayles Senior Floating Rate and Fixed Incom... | -0.03 | — | — | 64 | Bank Loan | CAPIX vs LSFYX | |
| T. Rowe Price Floating Rate Fund | -0.01 | — | — | 82 | Bank Loan | CAPIX vs PAFRX | |
| Federated Hermes Floating Rate Strat Inc Fund | 0.00 | — | — | 87 | Bank Loan | CAPIX vs FFRSX | |
| T. Rowe Price Floating Rate Fund Class I | 0.01 | — | — | 83 | Bank Loan | CAPIX vs TFAIX |
See all 46 diversifiers for CAPIX
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