Looking to diversify beyond IBRIX? The mutual funds below have historically moved differently from IBRIX, 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 IBRIX
8 mutual funds have low correlation with IBRIX (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 0.00, down from 0.16 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 | 0.00 | 0.14 | 0.16 | 93 | Large Cap Value Equities | IBRIX vs LEXCX | |
| SEI Multi-Asset Real Return Fund Class A | 0.10 | 0.26 | 0.33 | 86 | Inflation-Protected Bonds | IBRIX vs SEIAX | |
| Voya Russell Large Cap Value Index Portfolio | 0.17 | 0.24 | 0.22 | 96 | Large Cap Value Equities | IBRIX vs IRVIX | |
| Voya Russell Large Cap Index Portfolio | 0.21 | 0.24 | 0.22 | 51 | Large Cap Blend Equities | IBRIX vs IIRLX | |
| Voya Mid Cap Research Enhanced Index Fund | 0.21 | 0.24 | 0.22 | 58 | Mid Cap Blend Equities | IBRIX vs VYMSX |
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