Looking to diversify beyond CIPIX? The mutual funds below have historically moved differently from CIPIX, 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 CIPIX
0 mutual funds have low correlation with CIPIX (below 0.3), 0 of which are negatively correlated. The least correlated is Timothy Plan Aggressive Growth Fund (TAAGX) (Mid Cap Growth Equities) with a 1Y correlation of 0.48, down from 0.80 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 0.48 | 0.70 | 0.80 | 66 | Mid Cap Growth Equities | CIPIX vs TAAGX | |
| Needham Growth Fund | 0.49 | 0.65 | 0.74 | 57 | Mid Cap Growth Equities | CIPIX vs NEEGX | |
| Needham Growth Fund Institutional Class | 0.49 | 0.65 | 0.75 | 53 | Mid Cap Growth Equities | CIPIX vs NEEIX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 0.57 | 0.72 | 0.80 | 78 | Mid Cap Growth Equities | CIPIX vs POAGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 0.57 | 0.72 | 0.81 | 84 | Mid Cap Growth Equities | CIPIX vs VHCOX |
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