Looking to diversify beyond EXCRX? The mutual funds below have historically moved differently from EXCRX, 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 EXCRX
1 mutual funds have low correlation with EXCRX (below 0.3), 0 of which are negatively correlated. The least correlated is Manning & Napier Disciplined Value Series (MNDFX) (Large Cap Value Equities) with a 1Y correlation of 0.20, up from 0.08 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Manning & Napier Disciplined Value Series | 0.20 | 0.14 | 0.08 | 93 | Large Cap Value Equities | EXCRX vs MNDFX | |
| Manning & Napier High Yield Bond Series | 0.48 | 0.47 | 0.43 | 87 | High Yield Bonds | EXCRX vs MNHYX | |
| Manning & Napier High Yield Bond I | 0.51 | 0.47 | 0.42 | 79 | High Yield Bonds | EXCRX vs MNHAX | |
| Manning & Napier Divrs Tax Exempt Series Fund | 0.51 | 0.60 | 0.57 | 60 | Municipal Bonds | EXCRX vs EXDVX | |
| Hartford Schroders Tax-Aware Bond Fund | 0.67 | 0.72 | 0.70 | 64 | Intermediate Core Bond | EXCRX vs STWTX |
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