Looking to diversify beyond IBGIX? The mutual funds below have historically moved differently from IBGIX, 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 IBGIX
6 mutual funds have low correlation with IBGIX (below 0.3), 0 of which are negatively correlated. The least correlated is Voya Corporate Leaders Trust Fund (LEXCX) (Large Cap Value Equities) with a 1Y correlation of 0.17, down from 0.50 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 | 0.17 | 0.41 | 0.50 | 93 | Large Cap Value Equities | IBGIX vs LEXCX | |
| Timothy Plan Aggressive Growth Fund | 0.18 | 0.44 | 0.65 | 66 | Mid Cap Growth Equities | IBGIX vs TAAGX | |
| Needham Growth Fund Institutional Class | 0.20 | 0.39 | 0.59 | 53 | Mid Cap Growth Equities | IBGIX vs NEEIX | |
| Needham Growth Fund | 0.20 | 0.39 | 0.59 | 57 | Mid Cap Growth Equities | IBGIX vs NEEGX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 0.26 | 0.46 | 0.65 | 78 | Mid Cap Growth Equities | IBGIX vs POAGX |
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