Looking to diversify beyond CRMAX? The mutual funds below have historically moved differently from CRMAX, 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 CRMAX
0 mutual funds have low correlation with CRMAX (below 0.3), 0 of which are negatively correlated. The least correlated is 13D Activist Fund (DDDIX) (Mid Cap Blend Equities) with a 1Y correlation of 0.67, down from 0.83 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| 13D Activist Fund | 0.67 | 0.78 | 0.83 | 78 | Mid Cap Blend Equities | CRMAX vs DDDIX | |
| Victory RS Investors Fund | 0.71 | 0.76 | 0.83 | 73 | Mid Cap Blend Equities | CRMAX vs RSINX | |
| Gabelli Value 25 Fund | 0.71 | 0.76 | 0.82 | 80 | Mid Cap Blend Equities | CRMAX vs GABVX | |
| Gotham Enhanced Return Fund | 0.71 | 0.71 | 0.77 | 88 | Mid Cap Blend Equities | CRMAX vs GENIX | |
| John Hancock Variable Insurance Trust Mid Cap Inde... | 0.73 | 0.82 | 0.88 | 69 | Mid Cap Blend Equities | CRMAX vs JECIX |
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