Looking to diversify beyond IMSIX? The mutual funds below have the lowest correlation with IMSIX — 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 IMSIX.
Best Diversifiers for IMSIX
4 mutual funds have low correlation with IMSIX (below 0.3), 1 of which are negatively correlated. The least correlated is BlackRock Tactical Opportunities Fund Institutional Class (PBAIX) (Tactical Allocation) with a 1Y correlation of -0.19, down from -0.03 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| BlackRock Tactical Opportunities Fund Institutiona... | -0.19 | -0.08 | -0.03 | 81 | Tactical Allocation | IMSIX vs PBAIX | |
| Quantified Evolution Plus Fund | 0.18 | 0.23 | 0.16 | 80 | Tactical Allocation | IMSIX vs QEVOX | |
| Quantified STF Fund | 0.21 | 0.18 | 0.15 | 61 | Tactical Allocation | IMSIX vs QSTFX | |
| AQR Diversifying Strategies Fund Class N | 0.26 | 0.14 | 0.07 | 91 | Tactical Allocation | IMSIX vs QDSNX | |
| Potomac Defensive Bull Fund | 0.31 | 0.21 | 0.25 | 93 | Tactical Allocation | IMSIX vs CRDBX |
See all 23 diversifiers for IMSIX
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