Looking to diversify beyond FINFX? The mutual funds below have the lowest correlation with FINFX — 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 FINFX.
Best Diversifiers for FINFX
2 mutual funds have low correlation with FINFX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Strategic Value Dividend Fund Class A (SVAAX) (Dividend) with a 1Y correlation of 0.10, down from 0.48 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund Cla... | 0.10 | 0.28 | 0.48 | 77 | Dividend | FINFX vs SVAAX | |
| Fidelity Intermediate Municipal Income Fund | 0.18 | 0.14 | 0.11 | 64 | Municipal Bonds | FINFX vs FLTMX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.30 | 0.14 | 0.13 | 72 | Large Cap Blend Equities | FINFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.54 | 0.37 | 0.44 | 69 | Large Cap Blend Equities | FINFX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.58 | 0.71 | 0.81 | 62 | Large Cap Blend Equities | FINFX vs RCKSX |
See all 52 diversifiers for FINFX
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