Looking to diversify beyond EXOSX? The mutual funds below have historically moved differently from EXOSX, 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 EXOSX
0 mutual funds have low correlation with EXOSX (below 0.3), 0 of which are negatively correlated. The least correlated is Manning & Napier Divrs Tax Exempt Series Fund (EXDVX) (Municipal Bonds) with a 1Y correlation of 0.36, up from 0.22 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Manning & Napier Divrs Tax Exempt Series Fund | 0.36 | 0.25 | 0.22 | 60 | Municipal Bonds | EXOSX vs EXDVX | |
| Federated Hermes International Strategic Value Div... | 0.42 | 0.55 | 0.65 | 88 | Foreign Large Cap Equities | EXOSX vs IVFIX | |
| Goldman Sachs GQG Partners International Opportuni... | 0.45 | 0.65 | 0.71 | 61 | Foreign Large Cap Equities | EXOSX vs GSIMX | |
| Goldman Sachs GQG Partners International Opportuni... | 0.45 | 0.65 | 0.71 | 61 | Foreign Large Cap Equities | EXOSX vs GSINX | |
| Manning & Napier Disciplined Value Series | 0.47 | 0.55 | 0.62 | 93 | Large Cap Value Equities | EXOSX vs MNDFX |
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