Looking to diversify beyond IAXIX? The mutual funds below have the lowest correlation with IAXIX — 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 IAXIX.
Best Diversifiers for IAXIX
0 mutual funds have low correlation with IAXIX (below 0.3), 0 of which are negatively correlated. The least correlated is Vanguard Wellesley Income Fund Admiral Shares (VWIAX) (Diversified Portfolio) with a 1Y correlation of 0.51, roughly unchanged from 0.56 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Wellesley Income Fund Admiral Shares | 0.51 | 0.49 | 0.56 | 55 | Diversified Portfolio | IAXIX vs VWIAX | |
| Tanaka Growth Fund | 0.64 | 0.66 | 0.74 | 53 | Mid Cap Growth Equities | IAXIX vs TGFRX | |
| T. Rowe Price Dividend Growth Fund, Inc. | 0.65 | 0.69 | 0.77 | 62 | Large Cap Blend Equities, Dividend | IAXIX vs PRDGX | |
| T. Rowe Price Science And Technology Fund | 0.66 | 0.70 | 0.78 | 55 | Technology Equities | IAXIX vs PRSCX | |
| T. Rowe Price Capital Appreciation Fund | 0.69 | 0.72 | 0.81 | 51 | Diversified Portfolio | IAXIX vs PRWCX |
See all 16 diversifiers for IAXIX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements IAXIX
Add IAXIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with IAXIX