Looking to diversify beyond IFPUX? The mutual funds below have historically moved differently from IFPUX, 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 IFPUX
10 mutual funds have low correlation with IFPUX (below 0.3), 0 of which are negatively correlated. The least correlated is Archer Multi Cap Fund (ALSMX) (Large Cap Blend Equities) with a 1Y correlation of 0.14, down from 0.65 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Archer Multi Cap Fund | 0.14 | 0.50 | 0.65 | 67 | Large Cap Blend Equities | IFPUX vs ALSMX | |
| Vanguard PRIMECAP Core Fund | 0.17 | 0.51 | 0.67 | 92 | Large Cap Blend Equities, Actively Managed | IFPUX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 0.17 | 0.49 | 0.66 | 90 | Large Cap Blend Equities | IFPUX vs VPMAX | |
| PRIMECAP Odyssey Growth Fund | 0.19 | 0.50 | 0.67 | 89 | Large Cap Blend Equities | IFPUX vs POGRX | |
| Integrity ESG Growth & Income Fund | 0.19 | 0.48 | 0.65 | 80 | Large Cap Blend Equities | IFPUX vs IGIAX |
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