Looking to diversify beyond CGRWX? The mutual funds below have the lowest correlation with CGRWX — 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 CGRWX.
Best Diversifiers for CGRWX
0 mutual funds have low correlation with CGRWX (below 0.3), 0 of which are negatively correlated. The least correlated is Invesco Nasdaq 100 Index Fund (IVNQX) (Large Cap Growth Equities) with a 1Y correlation of 0.32, down from 0.56 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | 0.32 | 0.45 | 0.56 | 57 | Large Cap Growth Equities | CGRWX vs IVNQX | |
| AMG Yacktman Focused Fund | 0.34 | 0.59 | 0.73 | 86 | Large Cap Value Equities | CGRWX vs YAFFX | |
| Voya Corporate Leaders Trust Fund | 0.42 | 0.60 | 0.72 | 68 | Large Cap Value Equities | CGRWX vs LEXCX | |
| Neiman Large Cap Value Fund | 0.52 | 0.68 | 0.79 | 93 | Large Cap Value Equities | CGRWX vs NEIMX | |
| Invesco Value Opportunities Fund | 0.52 | 0.68 | 0.80 | 81 | Mid Cap Value Equities | CGRWX vs VVOAX |
See all 44 diversifiers for CGRWX
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