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Capital Advisors Growth Fund (CIAOX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The fund invests primarily in common stocks of domestic (U.S.) companies. Under normal conditions, the fund will invest at least 65% of its total assets in common stocks of companies that the Advisor believes have the potential for long-term growth of capital. The Advisor uses the growth style of investing. Growth stocks are equity securities of companies that have or are expected to have above average earnings growth. The fund may also write covered call options on up to 33% of its net assets for the purpose of generating additional income for the fund.

Looking to diversify beyond CIAOX? The mutual funds below have the lowest correlation with CIAOX — 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 CIAOX.

Best Diversifiers for CIAOX

0 mutual funds have low correlation with CIAOX (below 0.3), 0 of which are negatively correlated. The least correlated is Baron Partners Fund (BPTRX) (Large Cap Growth Equities) with a 1Y correlation of 0.59, roughly unchanged from 0.69 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
BPTRX
Baron Partners Fund0.590.630.69
72
Large Cap Growth EquitiesCIAOX vs BPTRX
IOLZX
ICON Equity Fund0.690.680.77
84
Large Cap Growth EquitiesCIAOX vs IOLZX
VTMGX
Vanguard Developed Markets Index Fund Admiral Shar...0.730.700.76
61
Foreign Large Cap EquitiesCIAOX vs VTMGX
ONERX
One Rock Fund0.760.800.82
87
Large Cap Growth EquitiesCIAOX vs ONERX
ADX
Adams Diversified Equity Fund, Inc.0.760.810.88
67
Large Cap Blend EquitiesCIAOX vs ADX
See all 26 diversifiers for CIAOX

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Diversification Analysis

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