Looking to diversify beyond IARCX? The mutual funds below have historically moved differently from IARCX, 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 IARCX
5 mutual funds have low correlation with IARCX (below 0.3), 1 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.22 | — | — | 99 | REIT | IARCX vs QREARX | |
| Redwood Real Estate Income Fund | 0.04 | 0.01 | 0.01 | 100 | REIT | IARCX vs CREMX | |
| CYBER HORNET S&P 500 | 0.20 | 0.42 | 0.59 | 63 | S&P 500, Large Cap Blend Equities | IARCX vs INDEX | |
| Invesco Value Opportunities Fund | 0.26 | 0.44 | 0.51 | 74 | Mid Cap Value Equities | IARCX vs VVOAX | |
| Invesco Small Cap Value Fund | 0.27 | 0.44 | 0.50 | 76 | Small Cap Value Equities | IARCX vs VSCAX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for IARCX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is JPMorgan Chase & Co. (JPM) (Financial Services) with a 1Y correlation of 0.26, down from 0.40 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. | 0.26 | 0.34 | 0.40 | 71 | Financial Services |
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