Looking to diversify beyond INUTX? The mutual funds below have historically moved differently from INUTX, 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 INUTX
5 mutual funds have low correlation with INUTX (below 0.3), 1 of which are negatively correlated. The least correlated is AQR Style Premia Alternative Fund - Class I (QSPIX) (Multistrategy) with a 1Y correlation of -0.14, down from -0.01 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AQR Style Premia Alternative Fund - Class I | -0.14 | -0.05 | -0.01 | 87 | Multistrategy | INUTX vs QSPIX | |
| Eaton Vance Global Macro Absolute Return Advantage... | 0.17 | 0.21 | 0.12 | 98 | Nontraditional Bonds | INUTX vs EGRIX | |
| AQR Long-Short Equity Fund | 0.19 | 0.29 | 0.36 | 80 | Long-Short | INUTX vs QLEIX | |
| Calamos Market Neutral Income Fund Institutional C... | 0.20 | 0.41 | 0.61 | 99 | INUTX vs CMNIX | ||
| Columbia Seligman Premium Technology Growth Fund | 0.30 | 0.38 | 0.50 | 90 | Technology Equities, Options Trading, Actively Managed | INUTX vs STK |
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