Looking to diversify beyond ICSFX? The mutual funds below have historically moved differently from ICSFX, 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 ICSFX
0 mutual funds have low correlation with ICSFX (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 0.34, down from 0.71 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 | 0.34 | 0.59 | 0.71 | 93 | Large Cap Value Equities | ICSFX vs LEXCX | |
| AMG Yacktman Focused Fund | 0.39 | 0.64 | 0.77 | 89 | Large Cap Value Equities | ICSFX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 0.50 | 0.61 | 0.72 | 94 | Large Cap Value Equities | ICSFX vs SVAIX | |
| Buffalo Flexible Income Fund | 0.56 | 0.74 | 0.83 | 87 | Large Cap Value Equities | ICSFX vs BUFBX | |
| Invesco Small Cap Value Fund | 0.69 | 0.78 | 0.85 | 76 | Small Cap Value Equities | ICSFX vs VSCAX |
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