Looking to diversify beyond CRLVX? The mutual funds below have historically moved differently from CRLVX, 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 CRLVX
1 mutual funds have low correlation with CRLVX (below 0.3), 0 of which are negatively correlated. The least correlated is Catholic Responsible Investments Short Duration Bond Fund (CRDSX) (Short-Term Bond) with a 1Y correlation of 0.28, up from 0.15 over 3 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Catholic Responsible Investments Short Duration Bo... | 0.28 | 0.15 | — | 93 | Short-Term Bond | CRLVX vs CRDSX | |
| Federated Hermes International Strategic Value Div... | 0.33 | 0.45 | — | 88 | Foreign Large Cap Equities | CRLVX vs IVFIX | |
| Catholic Responsible Investments Opportunistic Bon... | 0.34 | 0.22 | — | 96 | Short-Term Bond | CRLVX vs CROVX | |
| Goldman Sachs GQG Partners International Opportuni... | 0.35 | 0.60 | — | 61 | Foreign Large Cap Equities | CRLVX vs GSINX | |
| Goldman Sachs GQG Partners International Opportuni... | 0.35 | 0.60 | — | 57 | Foreign Large Cap Equities | CRLVX vs GSIHX |
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