Looking to diversify beyond IESGX? The mutual funds below have the lowest correlation with IESGX — 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 IESGX.
Best Diversifiers for IESGX
5 mutual funds have low correlation with IESGX (below 0.3), 0 of which are negatively correlated. The least correlated is Cohen & Steers Global Infrastructure Fund Class A (CSUAX) (Global Equities) with a 1Y correlation of 0.18, down from 0.51 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Cohen & Steers Global Infrastructure Fund Class A | 0.18 | 0.33 | 0.51 | 75 | Global Equities | IESGX vs CSUAX | |
| SIT Minnesota Tax Free Income Fund | 0.20 | 0.13 | 0.13 | 88 | Municipal Bonds | IESGX vs SMTFX | |
| SIT Tax Free Income Fund | 0.23 | 0.15 | 0.16 | 90 | Municipal Bonds | IESGX vs SNTIX | |
| Sit Quality Income Fund | 0.23 | 0.17 | 0.14 | 58 | Ultrashort Bond | IESGX vs SQIFX | |
| Nuveen Global Infrastructure Fund Class A | 0.27 | 0.43 | 0.60 | 69 | Global Equities | IESGX vs FGIAX |
See all 38 diversifiers for IESGX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements IESGX
Add IESGX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with IESGX