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
3 mutual funds have low correlation with IESGX (below 0.3), 0 of which are negatively correlated. The least correlated is SIT Minnesota Tax Free Income Fund (SMTFX) (Municipal Bonds) with a 1Y correlation of 0.20, roughly unchanged from 0.13 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SIT Minnesota Tax Free Income Fund | 0.20 | 0.12 | 0.13 | 82 | Municipal Bonds | IESGX vs SMTFX | |
| SIT Tax Free Income Fund | 0.23 | 0.15 | 0.16 | 80 | Municipal Bonds | IESGX vs SNTIX | |
| Cohen & Steers Global Infrastructure Fund Class A | 0.25 | 0.35 | 0.53 | 51 | Global Equities | IESGX vs CSUAX | |
| Russell Investment Tax-Managed Real Assets Fund | 0.44 | 0.54 | 0.65 | 76 | Global Equities | IESGX vs RTXAX | |
| Polaris Global Value Fund | 0.47 | 0.58 | 0.68 | 92 | Global Equities | IESGX vs PGVFX |
See all 31 diversifiers for IESGX
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