Looking to diversify beyond IOSIX? The mutual funds below have historically moved differently from IOSIX, 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 IOSIX
2 mutual funds have low correlation with IOSIX (below 0.3), 1 of which are negatively correlated. The least correlated is Voya Corporate Leaders Trust Fund (LEXCX) (Large Cap Value Equities) with a 1Y correlation of -0.06, down from 0.16 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | -0.06 | 0.09 | 0.16 | 93 | Large Cap Value Equities | IOSIX vs LEXCX | |
| DFA Two Year Global Fixed Income Portfolio | 0.25 | 0.09 | 0.33 | 100 | Global Bonds | IOSIX vs DFGFX | |
| Voya Russell Large Cap Value Index Portfolio | 0.40 | 0.30 | 0.30 | 96 | Large Cap Value Equities | IOSIX vs IRVIX | |
| Voya Russell Large Cap Index Portfolio | 0.41 | 0.27 | 0.29 | 51 | Large Cap Blend Equities | IOSIX vs IIRLX | |
| Voya Mid Cap Research Enhanced Index Fund | 0.41 | 0.30 | 0.30 | 58 | Mid Cap Blend Equities | IOSIX vs VYMSX |
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