Looking to diversify beyond CRBVX? The mutual funds below have historically moved differently from CRBVX, 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 CRBVX
0 mutual funds have low correlation with CRBVX (below 0.3), 0 of which are negatively correlated. The least correlated is Catholic Responsible Investments Small-Cap Fund (CRSSX) (Small Cap Blend Equities) with a 1Y correlation of 0.34, roughly unchanged from 0.24 over 3 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Catholic Responsible Investments Small-Cap Fund | 0.34 | 0.24 | — | 79 | Small Cap Blend Equities | CRBVX vs CRSSX | |
| Holbrook Income Fund Class I | 0.36 | 0.31 | — | 99 | Intermediate Core-Plus Bond | CRBVX vs HOBIX | |
| Catholic Responsible Investments Magnus 60/40 Beta... | 0.42 | 0.35 | — | 53 | Diversified Portfolio | CRBVX vs CMMVX | |
| Leader Capital High Quality Income Fund Institutio... | 0.44 | 0.19 | — | 92 | Intermediate Core-Plus Bond | CRBVX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 0.45 | 0.22 | — | 89 | Intermediate Core-Plus Bond | CRBVX vs LCTRX |
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