Looking to diversify beyond CRBVX? The mutual funds below have the lowest correlation with CRBVX — 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 CRBVX.
Best Diversifiers for CRBVX
1 mutual funds have low correlation with CRBVX (below 0.3), 0 of which are negatively correlated. The least correlated is Catholic Responsible Investments Equity Index Fund (CRQSX) (Large Cap Blend Equities) with a 1Y correlation of 0.30, up from 0.19 over 3 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Catholic Responsible Investments Equity Index Fund | 0.30 | 0.19 | — | 61 | Large Cap Blend Equities | CRBVX vs CRQSX | |
| Catholic Responsible Investments Small-Cap Fund | 0.31 | 0.24 | — | 68 | Small Cap Blend Equities | CRBVX vs CRSSX | |
| Holbrook Income Fund Class I | 0.35 | 0.32 | — | 98 | Intermediate Core-Plus Bond | CRBVX vs HOBIX | |
| Catholic Responsible Investments Magnus 75/25 Fund | 0.38 | 0.30 | — | 57 | Diversified Portfolio | CRBVX vs CMUVX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 0.39 | 0.19 | — | 94 | Intermediate Core-Plus Bond | CRBVX vs LCTRX |
See all 16 diversifiers for CRBVX
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