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Looking to diversify beyond IPIIX? The mutual funds below have historically moved differently from IPIIX, 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 IPIIX

1 mutual funds have low correlation with IPIIX (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 -0.13, down from 0.05 over 5 years.

How candidates are selected

Diversification Analysis

Build a portfolio that complements IPIIX

Add IPIIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

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