PortfoliosLab logoPortfoliosLab logo

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

Best Diversifiers for FUIPX

0 mutual funds have low correlation with FUIPX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) (Small Cap Value Equities) with a 1Y correlation of 0.72, down from 0.83 over 5 years.


Diversification Analysis

Build a portfolio that complements FUIPX

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

Analyze a portfolio with FUIPX