Looking to diversify beyond IEOSX? The mutual funds below have historically moved differently from IEOSX, 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 IEOSX
4 mutual funds have low correlation with IEOSX (below 0.3), 1 of which are negatively correlated. The least correlated is Voya Corporate Leaders Trust Fund (LEXCX) (Large Cap Value Equities) with a 1Y correlation of -0.20, down from 0.31 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 | -0.20 | 0.09 | 0.31 | 93 | Large Cap Value Equities | IEOSX vs LEXCX | |
| VY CBRE Real Estate Portfolio | 0.02 | 0.22 | 0.42 | 77 | REIT | IEOSX vs IVRSX | |
| VY BrandywineGLOBAL - Bond Portfolio | 0.13 | 0.11 | 0.09 | 55 | Intermediate Core-Plus Bond | IEOSX vs VGSBX | |
| Voya Global High Dividend Low Volatility Portfolio | 0.25 | 0.36 | 0.53 | 84 | Global Equities, Low Volatility | IEOSX vs IGHAX | |
| Voya International High Dividend Low Volatility Po... | 0.41 | 0.40 | 0.51 | 89 | Foreign Large Cap Equities, Low Volatility | IEOSX vs IFTIX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for IEOSX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Energy Transfer LP (ET) (Energy) with a 1Y correlation of -0.15, down from 0.24 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Energy Transfer LP | -0.15 | 0.14 | 0.25 | 81 | Energy |
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