Looking to diversify beyond IPSIX? The mutual funds below have historically moved differently from IPSIX, 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 IPSIX
1 mutual funds have low correlation with IPSIX (below 0.3), 0 of which are negatively correlated. The least correlated is Voya Corporate Leaders Trust Fund (LEXCX) (Large Cap Value Equities) with a 1Y correlation of 0.20, down from 0.59 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 | 0.20 | 0.47 | 0.59 | 94 | Large Cap Value Equities | IPSIX vs LEXCX | |
| Federated Hermes MDT Small Cap Core Fund | 0.41 | 0.66 | 0.80 | 62 | Small Cap Blend Equities | IPSIX vs QISCX | |
| Voya International High Dividend Low Volatility Po... | 0.48 | 0.53 | 0.61 | 88 | Foreign Large Cap Equities, Low Volatility | IPSIX vs IFTIX | |
| VY JPMorgan Emerging Markets Equity Portfolio | 0.55 | 0.56 | 0.59 | 81 | Emerging Markets Equities | IPSIX vs IJPIX | |
| Auer Growth Fund | 0.64 | 0.71 | 0.79 | 90 | Small Cap Blend Equities | IPSIX vs AUERX |
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