Looking to diversify beyond FINSX? The mutual funds below have the lowest correlation with FINSX — 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 FINSX.
Best Diversifiers for FINSX
1 mutual funds have low correlation with FINSX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Strategic Value Dividend Fund (SVAIX) (Large Cap Value Equities) with a 1Y correlation of 0.03, down from 0.36 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund | 0.03 | 0.17 | 0.36 | 70 | Large Cap Value Equities | FINSX vs SVAIX | |
| Emerald Insights Fund | 0.38 | 0.79 | 0.86 | 99 | Large Cap Growth Equities | FINSX vs EFCNX | |
| Putnam Large Cap Value Fund | 0.61 | 0.64 | 0.73 | 81 | Large Cap Value Equities | FINSX vs PEIYX | |
| Carillon Eagle Growth & Income Fund | 0.63 | 0.68 | 0.76 | 66 | Large Cap Value Equities | FINSX vs HRCVX | |
| ICON Equity Fund | 0.64 | 0.61 | 0.73 | 76 | Large Cap Growth Equities | FINSX vs IOLZX |
See all 35 diversifiers for FINSX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements FINSX
Add FINSX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with FINSX