Looking to diversify beyond IIRSX? The mutual funds below have the lowest correlation with IIRSX — 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 IIRSX.
Best Diversifiers for IIRSX
0 mutual funds have low correlation with IIRSX (below 0.3), 0 of which are negatively correlated. The least correlated is State Street S&P 500 Index Fund Class N (SVSPX) (Large Cap Blend Equities) with a 1Y correlation of 0.69, down from 0.80 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| State Street S&P 500 Index Fund Class N | 0.69 | 0.74 | 0.80 | 82 | Large Cap Blend Equities | IIRSX vs SVSPX | |
| Auer Growth Fund | 0.70 | 0.75 | 0.79 | 86 | Small Cap Blend Equities | IIRSX vs AUERX | |
| Voya Russell Large Cap Index Portfolio | 0.74 | 0.72 | 0.78 | 60 | Large Cap Blend Equities | IIRSX vs IIRLX | |
| T. Rowe Price U.S. Equity Research Fund | 0.74 | 0.70 | 0.78 | 64 | Large Cap Blend Equities | IIRSX vs PRCOX | |
| Paradigm Micro-cap Fund | 0.76 | 0.80 | 0.86 | 60 | Small Cap Blend Equities | IIRSX vs PVIVX |
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