Looking to diversify beyond IRCPX? The mutual funds below have historically moved differently from IRCPX, 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 IRCPX
2 mutual funds have low correlation with IRCPX (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 0.34 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 | 0.23 | 0.34 | 94 | Large Cap Value Equities | IRCPX vs LEXCX | |
| MH Elite Small Cap Fund of Funds Fund | 0.07 | 0.14 | 0.36 | 66 | Diversified Portfolio | IRCPX vs MHELX | |
| Fidelity Strategic Real Return Fund | 0.33 | 0.51 | 0.54 | 95 | Diversified Portfolio | IRCPX vs FSRRX | |
| Fidelity Strategic Real Return Fund Class K6 | 0.34 | 0.52 | 0.54 | 91 | Diversified Portfolio | IRCPX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.34 | 0.51 | 0.54 | 90 | Diversified Portfolio | IRCPX vs FSIRX |
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