Looking to diversify beyond IRVSX? The mutual funds below have the lowest correlation with IRVSX — 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 IRVSX.
Best Diversifiers for IRVSX
0 mutual funds have low correlation with IRVSX (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 0.41, down from 0.74 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 0.41 | 0.65 | 0.74 | 52 | Large Cap Value Equities | IRVSX vs LEXCX | |
| Buffalo Flexible Income Fund | 0.44 | 0.68 | 0.80 | 68 | Large Cap Value Equities | IRVSX vs BUFBX | |
| Federated Hermes Strategic Value Dividend Fund | 0.55 | 0.73 | 0.80 | 65 | Large Cap Value Equities | IRVSX vs SVAIX | |
| Hennessy Cornerstone Value Fund | 0.55 | 0.73 | 0.82 | 88 | Large Cap Value Equities | IRVSX vs HFCVX | |
| Torray Fund | 0.63 | 0.76 | 0.86 | 72 | Large Cap Value Equities | IRVSX vs TORYX |
See all 21 diversifiers for IRVSX
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