Looking to diversify beyond CISMX? The mutual funds below have historically moved differently from CISMX, 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 CISMX
0 mutual funds have low correlation with CISMX (below 0.3), 0 of which are negatively correlated. The least correlated is Invesco Value Opportunities Fund (VVOAX) (Mid Cap Value Equities) with a 1Y correlation of 0.31, down from 0.68 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Invesco Value Opportunities Fund | 0.31 | 0.55 | 0.68 | 70 | Mid Cap Value Equities | CISMX vs VVOAX | |
| Invesco V.I. American Value Fund | 0.31 | 0.55 | 0.68 | 71 | Mid Cap Value Equities | CISMX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 0.36 | 0.57 | 0.70 | 70 | Mid Cap Value Equities | CISMX vs VVOIX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 0.36 | 0.61 | 0.73 | 74 | Mid Cap Value Equities | CISMX vs SMVTX | |
| Delaware Opportunity Fund | 0.50 | 0.69 | 0.78 | 89 | Mid Cap Value Equities | CISMX vs FIUSX |
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