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Looking to diversify beyond FCPIX? The mutual funds below have historically moved differently from FCPIX, 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 FCPIX

2 mutual funds have low correlation with FCPIX (below 0.3), 1 of which are negatively correlated. The least correlated is MainGate MLP Fund (IMLPX) (Energy Equities) with a 1Y correlation of -0.12, down from 0.31 over 5 years.

How candidates are selected

Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for FCPIX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is AbbVie Inc. (ABBV) (Healthcare) with a 1Y correlation of -0.05, down from 0.15 over 5 years.

How candidates are selected

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
AbbVie Inc.-0.050.110.15
81
Healthcare
Berkshire Hathaway Inc.-0.040.230.38
61
Financial Services
Amazon.com, Inc0.500.490.56
60
Consumer Cyclical
NVIDIA Corporation0.500.510.60
56
Technology
Broadcom Inc.0.550.560.60
67
Technology

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Diversification Analysis

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