Looking to diversify beyond CILGX? The mutual funds below have historically moved differently from CILGX, 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 CILGX
4 mutual funds have low correlation with CILGX (below 0.3), 0 of which are negatively correlated. The least correlated is AMG Yacktman Focused Fund (YAFFX) (Large Cap Value Equities) with a 1Y correlation of 0.18, down from 0.63 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 0.18 | 0.46 | 0.63 | 89 | Large Cap Value Equities | CILGX vs YAFFX | |
| GQG Partners US Quality Dividend Income Fund | 0.21 | 0.44 | 0.54 | 62 | Quality Factor, Large Cap Value Equities | CILGX vs GQHPX | |
| Voya Corporate Leaders Trust Fund | 0.24 | 0.46 | 0.58 | 93 | Large Cap Value Equities | CILGX vs LEXCX | |
| Neiman Large Cap Value Fund | 0.26 | 0.53 | 0.67 | 95 | Large Cap Value Equities | CILGX vs NEIMX | |
| Al Frank Fund | 0.33 | 0.62 | 0.75 | 93 | Large Cap Value Equities | CILGX vs VALAX |
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