Looking to diversify beyond CAPTX? The mutual funds below have the lowest correlation with CAPTX — 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 CAPTX.
Best Diversifiers for CAPTX
0 mutual funds have low correlation with CAPTX (below 0.3), 0 of which are negatively correlated. The least correlated is Hussman Strategic Total Return Fund (HSTRX) (Tactical Allocation) with a 1Y correlation of 0.35, roughly unchanged from 0.38 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 0.35 | 0.30 | 0.38 | 90 | Tactical Allocation | CAPTX vs HSTRX | |
| Quantified Evolution Plus Fund | 0.43 | 0.55 | 0.43 | 90 | Tactical Allocation | CAPTX vs QEVOX | |
| AQR Diversifying Strategies Fund Class N | 0.45 | 0.39 | 0.26 | 92 | Tactical Allocation | CAPTX vs QDSNX | |
| PIMCO All Asset All Authority Fund | 0.50 | 0.39 | 0.49 | 77 | Tactical Allocation | CAPTX vs PAUIX | |
| Invesco Balanced-Risk Allocation Fund | 0.55 | 0.47 | 0.51 | 95 | Tactical Allocation | CAPTX vs ABRYX |
See all 17 diversifiers for CAPTX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements CAPTX
Add CAPTX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with CAPTX