Looking to diversify beyond EVVCX? The mutual funds below have the lowest correlation with EVVCX — 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 EVVCX.
Best Diversifiers for EVVCX
2 mutual funds have low correlation with EVVCX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.12, down from 0.20 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.12 | 0.12 | 0.20 | 73 | Diversified Portfolio | EVVCX vs SIFAX | |
| MH Elite Small Cap Fund of Funds Fund | 0.12 | 0.16 | 0.28 | 64 | Diversified Portfolio | EVVCX vs MHELX | |
| Concorde Wealth Management Fund | 0.36 | 0.39 | 0.42 | 71 | Diversified Portfolio | EVVCX vs CONWX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.37 | 0.52 | 0.55 | 96 | Diversified Portfolio | EVVCX vs FSIRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.38 | 0.52 | 0.55 | 96 | Diversified Portfolio | EVVCX vs FIQDX |
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