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 0.39, 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 | 0.39 | 0.31 | 0.38 | 88 | Tactical Allocation | CAPTX vs HSTRX | |
| AQR Diversifying Strategies Fund Class N | 0.45 | 0.39 | 0.26 | 91 | Tactical Allocation | CAPTX vs QDSNX | |
| Quantified Evolution Plus Fund | 0.49 | 0.56 | 0.44 | 80 | Tactical Allocation | CAPTX vs QEVOX | |
| PIMCO All Asset All Authority Fund | 0.52 | 0.39 | 0.48 | 74 | Tactical Allocation | CAPTX vs PAUIX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 0.55 | 0.44 | 0.47 | 87 | Tactical Allocation | CAPTX vs SIOAX |
See all 20 diversifiers for CAPTX
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