Looking to diversify beyond IRSOX? The mutual funds below have the lowest correlation with IRSOX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from IRSOX.
Best Diversifiers for IRSOX
0 mutual funds have low correlation with IRSOX (below 0.3), 0 of which are negatively correlated. The least correlated is Voya Mid Cap Research Enhanced Index Fund (VYMSX) (Mid Cap Blend Equities) with a 1Y correlation of 0.64, down from 0.82 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Mid Cap Research Enhanced Index Fund | 0.64 | 0.76 | 0.82 | 52 | Mid Cap Blend Equities | IRSOX vs VYMSX | |
| Voya Russell Large Cap Value Index Portfolio | 0.65 | 0.68 | 0.78 | 92 | Large Cap Value Equities | IRSOX vs IRVIX | |
| Dimensional 2020 Target Date Retirement Income Fun... | 0.70 | 0.68 | 0.61 | 53 | Target Retirement Date | IRSOX vs DRIRX | |
| Dimensional Retirement Income Fund | 0.71 | 0.77 | 0.74 | 77 | Target Retirement Date | IRSOX vs TDIFX | |
| MFS Lifetime 2025 Fund | 0.74 | 0.82 | 0.86 | 61 | Target Retirement Date | IRSOX vs LTTIX |
See all 399 diversifiers for IRSOX
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Diversification Analysis
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