Looking to diversify beyond CSOIX? The mutual funds below have historically moved differently from CSOIX, 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 CSOIX
6 mutual funds have low correlation with CSOIX (below 0.3), 3 of which are negatively correlated. The least correlated is Credit Suisse Trust Commodity Return Strategy Portfolio (CCRSX) (Commodities) with a 1Y correlation of -0.20, down from 0.11 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Credit Suisse Trust Commodity Return Strategy Port... | -0.20 | -0.02 | 0.11 | 76 | Commodities | CSOIX vs CCRSX | |
| Credit Suisse Commodity Return Strategy Fund | -0.20 | -0.03 | 0.11 | 66 | Commodities | CSOIX vs CRSOX | |
| Fairholme Focused Income Fund | -0.10 | 0.12 | 0.26 | 73 | High Yield Bonds | CSOIX vs FOCIX | |
| Pioneer ILS Interval Fund | 0.04 | 0.06 | 0.06 | 100 | High Yield Bonds | CSOIX vs XILSX | |
| Cliffwater Corporate Lending Fund Class I Shares | 0.11 | 0.10 | 0.14 | 100 | Bank Loan, High Yield Bonds | CSOIX vs CCLFX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements CSOIX
Add CSOIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with CSOIX