Looking to diversify beyond HABDX? The mutual funds below have the lowest correlation with HABDX — 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 HABDX.
Best Diversifiers for HABDX
1 mutual funds have low correlation with HABDX (below 0.3), 0 of which are negatively correlated. The least correlated is Harbor Convertible Securities Fund (HICSX) (Convertible Bonds) with a 1Y correlation of 0.25, roughly unchanged from 0.18 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Harbor Convertible Securities Fund | 0.25 | 0.21 | 0.18 | 88 | Convertible Bonds | HABDX vs HICSX | |
| Harbor Small Cap Value Fund | 0.32 | 0.21 | 0.13 | 83 | Small Cap Blend Equities | HABDX vs HASCX | |
| Harbor Mid Cap Value Fund | 0.32 | 0.24 | 0.13 | 88 | Mid Cap Value Equities | HABDX vs HAMVX | |
| Holbrook Income Fund Class I | 0.33 | 0.33 | 0.37 | 98 | Intermediate Core-Plus Bond | HABDX vs HOBIX | |
| Fidelity 500 Index Fund | 0.35 | 0.22 | 0.16 | 66 | S&P 500 | HABDX vs FXAIX |
See all 17 diversifiers for HABDX
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