Looking to diversify beyond FICEX? The mutual funds below have historically moved differently from FICEX, 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 FICEX
1 mutual funds have low correlation with FICEX (below 0.3), 0 of which are negatively correlated. The least correlated is Frost Low Duration Bond Fund (FILDX) (Short-Term Bond) with a 1Y correlation of 0.19, roughly unchanged from 0.12 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Frost Low Duration Bond Fund | 0.19 | 0.12 | 0.12 | 80 | Short-Term Bond | FICEX vs FILDX | |
| Frost Credit Fund | 0.40 | 0.30 | 0.27 | 54 | Short-Term Bond | FICEX vs FCFAX | |
| Dodge & Cox Stock Fund Class I | 0.45 | 0.52 | 0.64 | 60 | Large Cap Value Equities | FICEX vs DODGX | |
| ICON Equity Fund | 0.57 | 0.53 | 0.65 | 80 | Large Cap Growth Equities | FICEX vs IOLZX | |
| American Growth Fund Series One | 0.62 | 0.71 | 0.79 | 56 | Large Cap Growth Equities | FICEX vs AMRGX |
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