Looking to diversify beyond IAGIX? The mutual funds below have historically moved differently from IAGIX, 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 IAGIX
2 mutual funds have low correlation with IAGIX (below 0.3), 1 of which are negatively correlated. The least correlated is Voya Corporate Leaders Trust Fund (LEXCX) (Large Cap Value Equities) with a 1Y correlation of -0.01, down from 0.51 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | -0.01 | 0.34 | 0.51 | 94 | Large Cap Value Equities | IAGIX vs LEXCX | |
| MH Elite Small Cap Fund of Funds Fund | 0.05 | 0.15 | 0.50 | 68 | Diversified Portfolio | IAGIX vs MHELX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.33 | 0.51 | 0.58 | 91 | Diversified Portfolio | IAGIX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.33 | 0.52 | 0.58 | 88 | Diversified Portfolio | IAGIX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.33 | 0.51 | 0.58 | 91 | Diversified Portfolio | IAGIX vs FSIRX |
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