Looking to diversify beyond CSRIX? The mutual funds below have historically moved differently from CSRIX, 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 CSRIX
13 mutual funds have low correlation with CSRIX (below 0.3), 1 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.19 | — | — | 99 | REIT | CSRIX vs QREARX | |
| Blackstone Alternative Multi-Strategy Fund | 0.00 | 0.12 | 0.22 | 99 | Multistrategy | CSRIX vs BXMIX | |
| Causeway Emerging Markets Fund | 0.02 | 0.16 | 0.27 | 61 | Emerging Markets Equities | CSRIX vs CEMIX | |
| Redwood Real Estate Income Fund | 0.04 | — | — | 100 | REIT | CSRIX vs CREMX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 0.10 | 0.32 | 0.45 | 78 | Mid Cap Growth Equities | CSRIX vs POAGX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for CSRIX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Ford Motor Company (F) (Consumer Cyclical) with a 1Y correlation of 0.25, down from 0.43 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Ford Motor Company | 0.25 | 0.36 | 0.43 | 78 | Consumer Cyclical | |
| Essential Properties Realty Trust, Inc. | 0.56 | 0.67 | 0.70 | 55 | Real Estate |
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