Looking to diversify beyond INTAX? The mutual funds below have historically moved differently from INTAX, 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 INTAX
21 mutual funds have low correlation with INTAX (below 0.3), 0 of which are negatively correlated. The least correlated is BlackRock Event Driven Equity Fund (BILPX) (Event Driven) with a 1Y correlation of 0.14, roughly unchanged from 0.10 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| BlackRock Event Driven Equity Fund | 0.14 | 0.09 | 0.10 | 82 | Event Driven | INTAX vs BILPX | |
| Columbia Seligman Global Technology Fund | 0.14 | 0.09 | 0.10 | 92 | Technology Equities | INTAX vs SHGTX | |
| Columbia Seligman Technology and Information Fund ... | 0.15 | 0.09 | 0.10 | 93 | Technology Equities | INTAX vs SLMCX | |
| Invesco Small Cap Value Fund | 0.16 | 0.10 | 0.06 | 76 | Small Cap Value Equities | INTAX vs VSCAX | |
| Columbia Seligman Premium Technology Growth Fund | 0.16 | 0.12 | 0.13 | 88 | Technology Equities, Options Trading, Actively Managed | INTAX vs STK |
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