Looking to diversify beyond IMSIX? The mutual funds below have historically moved differently from IMSIX, 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 IMSIX
10 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 -0.22, down from -0.04 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| BlackRock Tactical Opportunities Fund Institutiona... | -0.22 | -0.07 | -0.04 | 85 | Tactical Allocation | IMSIX vs PBAIX | |
| Quantified Evolution Plus Fund | 0.12 | 0.20 | 0.14 | 84 | Tactical Allocation | IMSIX vs QEVOX | |
| AQR Diversifying Strategies Fund Class N | 0.18 | 0.12 | 0.06 | 92 | Tactical Allocation | IMSIX vs QDSNX | |
| Potomac Defensive Bull Fund | 0.23 | 0.18 | 0.23 | 84 | Tactical Allocation | IMSIX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 0.24 | 0.25 | 0.37 | 87 | Tactical Allocation | IMSIX vs MOJOX |
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