Looking to diversify beyond IIVGX? The mutual funds below have historically moved differently from IIVGX, 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 IIVGX
1 mutual funds have low correlation with IIVGX (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 0.02, down from 0.53 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 0.02 | 0.33 | 0.53 | 94 | Large Cap Value Equities | IIVGX vs LEXCX | |
| Goldman Sachs Strategic Volatility Premium Fund | 0.32 | 0.17 | 0.14 | 97 | Large Cap Blend Equities | IIVGX vs SVPFX | |
| Voya International High Dividend Low Volatility Po... | 0.48 | 0.50 | 0.61 | 87 | Foreign Large Cap Equities, Low Volatility | IIVGX vs IFTIX | |
| Rock Oak Core Growth Fund | 0.49 | 0.64 | 0.77 | 94 | Large Cap Blend Equities | IIVGX vs RCKSX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 0.51 | 0.69 | 0.79 | 64 | Low Volatility | IIVGX vs FSUVX |
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