PortfoliosLab logoPortfoliosLab logo

Looking to diversify beyond FINVX? The mutual funds below have the lowest correlation with FINVX — 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 FINVX.

Best Diversifiers for FINVX

0 mutual funds have low correlation with FINVX (below 0.3), 0 of which are negatively correlated. The least correlated is Pear Tree Polaris Foreign Value Fund (QFVOX) (Foreign Large Cap Equities) with a 1Y correlation of 0.50, down from 0.70 over 5 years.


See all 125 diversifiers for FINVX

To view more results, upgrade your current subscription plan.

Low-Correlation Stock Ideas

If you're looking for individual stocks that move independently from FINVX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to FINVX and solid risk/return profiles. The least correlated is STAG Industrial, Inc. (STAG) (Real Estate) with a 1Y correlation of 0.38, roughly unchanged from 0.44 over 5 years.


SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
STAG Industrial, Inc.0.380.420.44
58
Real Estate

Rows per page

1–1 of 1

Diversification Analysis

Build a portfolio that complements FINVX

Add FINVX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with FINVX