Looking to diversify beyond IRFIX? The mutual funds below have historically moved differently from IRFIX, 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 IRFIX
2 mutual funds have low correlation with IRFIX (below 0.3), 2 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.24 | — | — | 99 | REIT | IRFIX vs QREARX | |
| Redwood Real Estate Income Fund | -0.06 | -0.02 | -0.02 | 100 | REIT | IRFIX vs CREMX | |
| Cromwell CenterSquare Real Estate Fund | 0.37 | 0.47 | 0.52 | 56 | REIT | IRFIX vs MRESX | |
| abrdn Realty Income & Growth Fund | 0.37 | 0.47 | 0.52 | 82 | REIT | IRFIX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 0.38 | 0.47 | 0.53 | 77 | REIT | IRFIX vs IVRSX |
See all 36 diversifiers for IRFIX
To view more results, upgrade your current subscription plan.
Diversification Analysis
Build a portfolio that complements IRFIX
Add IRFIX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with IRFIX