Looking to diversify beyond CAPIX? The mutual funds below have historically moved differently from CAPIX, 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 CAPIX
51 mutual funds have low correlation with CAPIX (below 0.3), 3 of which are negatively correlated.
How candidates are selected| 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 | |
| Redwood Real Estate Income Fund | -0.01 | — | — | 100 | REIT | CAPIX vs CREMX | |
| Loomis Sayles Senior Floating Rate and Fixed Incom... | -0.01 | — | — | 73 | Bank Loan | CAPIX vs LSFYX | |
| T. Rowe Price Floating Rate Fund Class I | 0.00 | — | — | 72 | Bank Loan | CAPIX vs TFAIX | |
| Federated Hermes Project and Trade Finance Tender ... | 0.02 | — | — | 93 | Bank Loan | CAPIX vs XPTFX |
See all 51 diversifiers for CAPIX
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