Looking to diversify beyond IAXIX? The mutual funds below have historically moved differently from IAXIX, 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 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 0.48, roughly unchanged from 0.55 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Vanguard Wellesley Income Fund Admiral Shares | 0.48 | 0.48 | 0.55 | 70 | Diversified Portfolio | IAXIX vs VWIAX | |
| T. Rowe Price Dividend Growth Fund, Inc. | 0.64 | 0.68 | 0.76 | 77 | Large Cap Blend Equities, Dividend | IAXIX vs PRDGX | |
| Needham Growth Fund Institutional Class | 0.74 | 0.72 | 0.80 | 53 | Mid Cap Growth Equities | IAXIX vs NEEIX | |
| Needham Growth Fund | 0.75 | 0.72 | 0.80 | 57 | Mid Cap Growth Equities | IAXIX vs NEEGX | |
| USAA Extended Market Index Fund | 0.76 | 0.76 | 0.84 | 66 | Mid Cap Growth Equities | IAXIX vs USMIX |
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