Looking to diversify beyond CCRSX? The mutual funds below have historically moved differently from CCRSX, 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 CCRSX
8 mutual funds have low correlation with CCRSX (below 0.3), 6 of which are negatively correlated. The least correlated is Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) (Large Cap Blend Equities) with a 1Y correlation of -0.07, down from 0.13 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Investor Sh... | -0.07 | 0.04 | 0.13 | 63 | Large Cap Blend Equities | CCRSX vs VTSMX | |
| Vanguard 500 Index Fund Investor Shares | -0.06 | 0.04 | 0.13 | 62 | Large Cap Blend Equities | CCRSX vs VFINX | |
| Dodge & Cox International Stock Fund | -0.06 | 0.16 | 0.25 | 82 | Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed | CCRSX vs DODFX | |
| Credit Suisse Floating Rate High Income Fund | -0.04 | -0.01 | 0.09 | 60 | Bank Loan | CCRSX vs CHIAX | |
| Delaware Emerging Markets Fund | -0.04 | 0.13 | 0.18 | 91 | Emerging Markets Equities | CCRSX vs DEMIX |
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