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Looking to diversify beyond CPOAX? The mutual funds below have historically moved differently from CPOAX, 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 CPOAX

3 mutual funds have low correlation with CPOAX (below 0.3), 0 of which are negatively correlated. The least correlated is Morgan Stanley Institutional Fund Trust Ultra-Short Income Portfolio (MUIIX) (Ultrashort Bond) with a 1Y correlation of 0.11, roughly unchanged from 0.04 over 5 years.

How candidates are selected

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Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for CPOAX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is AST SpaceMobile, Inc. (ASTS) (Technology) with a 1Y correlation of 0.44, roughly unchanged from 0.45 over 5 years.

How candidates are selected

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
AST SpaceMobile, Inc.0.440.430.45
55
Technology
Astera Labs, Inc.0.46
82
Technology

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