Looking to diversify beyond FOCKX? The mutual funds below have the lowest correlation with FOCKX — 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 FOCKX.
Best Diversifiers for FOCKX
0 mutual funds have low correlation with FOCKX (below 0.3), 0 of which are negatively correlated. The least correlated is Baron Partners Fund (BPTRX) (Large Cap Growth Equities) with a 1Y correlation of 0.42, down from 0.67 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | 0.42 | 0.56 | 0.67 | 72 | Large Cap Growth Equities | FOCKX vs BPTRX | |
| Fidelity Value Fund | 0.48 | 0.52 | 0.63 | 74 | Mid Cap Value Equities | FOCKX vs FDVLX | |
| Davis New York Venture Fund Class Y | 0.58 | 0.68 | 0.75 | 80 | Large Cap Growth Equities | FOCKX vs DNVYX | |
| ICON Equity Fund | 0.58 | 0.55 | 0.67 | 84 | Large Cap Growth Equities | FOCKX vs IOLZX | |
| Vanguard Strategic Equity Fund | 0.61 | 0.61 | 0.71 | 82 | Mid Cap Blend Equities | FOCKX vs VSEQX |
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Low-Correlation Stock Ideas
If you're looking for individual stocks that move independently from FOCKX, these are worth exploring. The table shows U.S. companies ($1B+ market cap) with low correlation to FOCKX and solid risk/return profiles. The least correlated is Apple Inc (AAPL) (Technology) with a 1Y correlation of 0.41, down from 0.62 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Apple Inc | 0.41 | 0.48 | 0.62 | 88 | Technology |
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