Looking to diversify beyond CHTRX? The mutual funds below have the lowest correlation with CHTRX — 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 CHTRX.
Best Diversifiers for CHTRX
1 mutual funds have low correlation with CHTRX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.27, up from 0.11 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.27 | 0.12 | 0.11 | 73 | Large Cap Blend Equities | CHTRX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.48 | 0.33 | 0.42 | 72 | Large Cap Blend Equities | CHTRX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.60 | 0.71 | 0.80 | 56 | Large Cap Blend Equities | CHTRX vs RCKSX | |
| First Eagle Overseas Fund Class I | 0.61 | 0.60 | 0.66 | 57 | Large Cap Blend Equities, Foreign Large Cap Equities | CHTRX vs SGOIX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 0.67 | 0.79 | 0.87 | 91 | Large Cap Blend Equities | CHTRX vs RESGX |
See all 43 diversifiers for CHTRX
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