Looking to diversify beyond IMIDX? The mutual funds below have historically moved differently from IMIDX, 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 IMIDX
0 mutual funds have low correlation with IMIDX (below 0.3), 0 of which are negatively correlated. The least correlated is DFA U.S. Small Cap Value Portfolio I (DFSVX) (Small Cap Value Equities) with a 1Y correlation of 0.59, down from 0.74 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | 0.59 | 0.70 | 0.74 | 85 | Small Cap Value Equities | IMIDX vs DFSVX | |
| Victory Sycamore Established Value Fund | 0.61 | 0.73 | 0.78 | 51 | Mid Cap Value Equities | IMIDX vs GETGX | |
| MFS International Diversification Fund | 0.64 | 0.63 | 0.69 | 61 | Foreign Large Cap Equities | IMIDX vs MDIJX | |
| BlackRock Emerging Markets Fund, Inc. | 0.68 | 0.58 | 0.60 | 62 | Emerging Markets Equities | IMIDX vs MADCX | |
| Fidelity Global ex U.S. Index Fund | 0.72 | 0.67 | 0.70 | 75 | Foreign Large Cap Equities | IMIDX vs FSGGX |
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