Looking to diversify beyond EXCRX? The mutual funds below have the lowest correlation with EXCRX — 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 EXCRX.
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 0.22, up from 0.07 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Manning & Napier Disciplined Value Series | 0.22 | 0.14 | 0.07 | 80 | Large Cap Value Equities | EXCRX vs MNDFX | |
| Manning & Napier High Yield Bond Series | 0.46 | 0.47 | 0.42 | 88 | High Yield Bonds | EXCRX vs MNHYX | |
| Manning & Napier Divrs Tax Exempt Series Fund | 0.47 | 0.60 | 0.56 | 66 | Municipal Bonds | EXCRX vs EXDVX | |
| Manning & Napier High Yield Bond I | 0.50 | 0.46 | 0.41 | 78 | High Yield Bonds | EXCRX vs MNHAX | |
| Hartford Schroders Tax-Aware Bond Fund | 0.65 | 0.72 | 0.70 | 53 | Intermediate Core Bond | EXCRX vs STWTX |
See all 7 diversifiers for EXCRX
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