Looking to diversify beyond HQIIX? The mutual funds below have the lowest correlation with HQIIX — 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 HQIIX.
Best Diversifiers for HQIIX
0 mutual funds have low correlation with HQIIX (below 0.3), 0 of which are negatively correlated. The least correlated is Fidelity Advisor 529 Dividend Growth Portfolio Class D (FDGDX) (Dividend) with a 1Y correlation of 0.43, down from 0.72 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity Advisor 529 Dividend Growth Portfolio Cla... | 0.43 | 0.55 | 0.72 | 89 | Dividend | HQIIX vs FDGDX | |
| EuroPac International Dividend Income Fund Class A | 0.47 | 0.52 | 0.59 | 74 | Foreign Large Cap Equities, Dividend | HQIIX vs EPDPX | |
| American Funds Fundamental Investors® Class F-2 | 0.50 | 0.63 | 0.74 | 71 | Large Cap Blend Equities, Dividend | HQIIX vs FINFX | |
| Fidelity Dividend Growth Fund | 0.53 | 0.63 | 0.76 | 87 | Large Cap Blend Equities, Dividend | HQIIX vs FDGFX | |
| Goldman Sachs U.S. Equity Dividend and Premium Fun... | 0.56 | 0.65 | 0.75 | 75 | Dividend | HQIIX vs GSPAX |
See all 13 diversifiers for HQIIX
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Diversification Analysis
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