Looking to diversify beyond IMANX? The mutual funds below have historically moved differently from IMANX, 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 IMANX
0 mutual funds have low correlation with IMANX (below 0.3), 0 of which are negatively correlated. The least correlated is Provident Trust Strategy Fund (PROVX) (Large Cap Growth Equities) with a 1Y correlation of 0.49, down from 0.77 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Provident Trust Strategy Fund | 0.49 | 0.66 | 0.77 | 51 | Large Cap Growth Equities | IMANX vs PROVX | |
| Davis New York Venture Fund Class Y | 0.66 | 0.76 | 0.80 | 91 | Large Cap Growth Equities | IMANX vs DNVYX | |
| Adams Diversified Equity Fund, Inc. | 0.73 | 0.80 | 0.86 | 88 | Large Cap Blend Equities | IMANX vs ADX | |
| ICON Equity Fund | 0.76 | 0.72 | 0.79 | 79 | Large Cap Growth Equities | IMANX vs IOLZX | |
| Amana Income Fund Investor Shares | 0.79 | 0.83 | 0.83 | 54 | Large Cap Blend Equities | IMANX vs AMANX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements IMANX
Add IMANX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with IMANX