Looking to diversify beyond IMSCX? The mutual funds below have historically moved differently from IMSCX, 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 IMSCX
1 mutual funds have low correlation with IMSCX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.30, up from 0.11 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.30 | 0.12 | 0.11 | 97 | Large Cap Blend Equities | IMSCX vs SVPFX | |
| Rock Oak Core Growth Fund | 0.45 | 0.58 | 0.70 | 89 | Large Cap Blend Equities | IMSCX vs RCKSX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 0.51 | 0.64 | 0.71 | 61 | Low Volatility | IMSCX vs FSUVX | |
| Muhlenkamp Fund | 0.52 | 0.61 | 0.66 | 59 | Large Cap Blend Equities | IMSCX vs MUHLX | |
| North Square Preferred and Income Securities Fund | 0.54 | 0.33 | 0.38 | 59 | Preferred Stock | IMSCX vs ORDNX |
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