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13D Activist Fund (DDDIX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The fund invests primarily in common stocks of U.S. companies of any market capitalization that are the target of shareholder activism. The adviser defines an activist as an investor who holds more than 5% of a company's shares and either (A) has a history of activist investing and/or (B) has publicly disclosed a catalyst for change such as seeking Board seats, improving operations and/or corporate governance practices, approving a merger, spinning-off an operating division or selling a significant amount of company assets. It is non-diversified.

Looking to diversify beyond DDDIX? The mutual funds below have the lowest correlation with DDDIX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from DDDIX.

Best Diversifiers for DDDIX

0 mutual funds have low correlation with DDDIX (below 0.3), 0 of which are negatively correlated. The least correlated is Natixis Funds Trust II Vaughan Nelson Mid Cap Fund (VNVYX) (Mid Cap Blend Equities) with a 1Y correlation of 0.54, down from 0.73 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
VNVYX
Natixis Funds Trust II Vaughan Nelson Mid Cap Fund0.540.610.73
80
Mid Cap Blend EquitiesDDDIX vs VNVYX
JECIX
John Hancock Variable Insurance Trust Mid Cap Inde...0.560.700.81
68
Mid Cap Blend EquitiesDDDIX vs JECIX
QCGDX
Quantified Common Ground Fund0.580.700.73
53
Mid Cap Blend EquitiesDDDIX vs QCGDX
TARKX
Tarkio Fund0.580.710.79
68
Mid Cap Blend EquitiesDDDIX vs TARKX
FMDCX
Federated Hermes Mid Cap Index Fund0.580.710.81
66
Mid Cap Blend EquitiesDDDIX vs FMDCX
See all 54 diversifiers for DDDIX

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Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from DDDIX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to DDDIX and solid risk/return profiles. The least correlated is Innovative Industrial Properties, Inc. (IIPR) (Real Estate) with a 1Y correlation of 0.39, down from 0.57 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
IIPR
Innovative Industrial Properties, Inc.0.390.520.57
58
Real Estate

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Diversification Analysis

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