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
1 mutual funds have low correlation with IIRSX (below 0.3), 0 of which are negatively correlated. The least correlated is Voya Corporate Leaders Trust Fund (LEXCX) (Large Cap Value Equities) with a 1Y correlation of 0.30, down from 0.56 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 0.30 | 0.47 | 0.56 | 53 | Large Cap Value Equities | IIRSX vs LEXCX | |
| State Street S&P 500 Index Fund Class N | 0.68 | 0.73 | 0.80 | 88 | Large Cap Blend Equities | IIRSX vs SVSPX | |
| Auer Growth Fund | 0.68 | 0.75 | 0.79 | 90 | Small Cap Blend Equities | IIRSX vs AUERX | |
| T. Rowe Price U.S. Equity Research Fund | 0.71 | 0.69 | 0.77 | 69 | Large Cap Blend Equities | IIRSX vs PRCOX | |
| Voya Russell Large Cap Index Portfolio | 0.74 | 0.71 | 0.78 | 75 | Large Cap Blend Equities | IIRSX vs IIRLX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements IIRSX
Add IIRSX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with IIRSX