Looking to diversify beyond FUNFX? The mutual funds below have the lowest correlation with FUNFX — 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 FUNFX.
Best Diversifiers for FUNFX
0 mutual funds have low correlation with FUNFX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.30, up from 0.13 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.30 | 0.14 | 0.13 | 72 | Large Cap Blend Equities | FUNFX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.54 | 0.37 | 0.44 | 69 | Large Cap Blend Equities | FUNFX vs ORDNX | |
| Rock Oak Core Growth Fund | 0.58 | 0.71 | 0.81 | 62 | Large Cap Blend Equities | FUNFX vs RCKSX | |
| Invesco Comstock Fund | 0.62 | 0.72 | 0.79 | 60 | Large Cap Value Equities | FUNFX vs ACSTX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 0.64 | 0.79 | 0.87 | 88 | Large Cap Blend Equities | FUNFX vs RESGX |
See all 33 diversifiers for FUNFX
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