Looking to diversify beyond GENIX? The mutual funds below have historically moved differently from GENIX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.
Best Diversifiers for GENIX
0 mutual funds have low correlation with GENIX (below 0.3), 0 of which are negatively correlated. The least correlated is Victory RS Investors Fund (RSINX) (Mid Cap Blend Equities) with a 1Y correlation of 0.53, down from 0.72 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Victory RS Investors Fund | 0.53 | 0.62 | 0.72 | 73 | Mid Cap Blend Equities | GENIX vs RSINX | |
| Royce Dividend Value Fund | 0.57 | 0.69 | 0.76 | 65 | Mid Cap Blend Equities | GENIX vs RYDVX | |
| Federated Hermes Mid Cap Index Fund | 0.59 | 0.66 | 0.76 | 67 | Mid Cap Blend Equities | GENIX vs FMDCX | |
| John Hancock Variable Insurance Trust Mid Cap Inde... | 0.59 | 0.65 | 0.75 | 69 | Mid Cap Blend Equities | GENIX vs JECIX | |
| Gabelli Value 25 Fund | 0.63 | 0.66 | 0.74 | 80 | Mid Cap Blend Equities | GENIX vs GABVX |
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