Looking to diversify beyond IBGIX? The mutual funds below have the lowest correlation with IBGIX — 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 IBGIX.
Best Diversifiers for IBGIX
5 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 0.24, down from 0.52 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 0.24 | 0.44 | 0.52 | 53 | Large Cap Value Equities | IBGIX vs LEXCX | |
| Timothy Plan Aggressive Growth Fund | 0.26 | 0.50 | 0.69 | 90 | Mid Cap Growth Equities | IBGIX vs TAAGX | |
| Essex Environmental Opportunities Fund | 0.29 | 0.49 | 0.64 | 79 | Mid Cap Growth Equities | IBGIX vs EEOFX | |
| Needham Growth Fund | 0.30 | 0.44 | 0.62 | 93 | Mid Cap Growth Equities | IBGIX vs NEEGX | |
| Tanaka Growth Fund | 0.30 | 0.45 | 0.61 | 54 | Mid Cap Growth Equities | IBGIX vs TGFRX |
See all 15 diversifiers for IBGIX
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