Looking to diversify beyond ISFYX? The mutual funds below have historically moved differently from ISFYX, 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 ISFYX
3 mutual funds have low correlation with ISFYX (below 0.3), 0 of which are negatively correlated. The least correlated is MH Elite Small Cap Fund of Funds Fund (MHELX) (Diversified Portfolio) with a 1Y correlation of 0.02, down from 0.47 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | 0.02 | 0.14 | 0.47 | 66 | Diversified Portfolio | ISFYX vs MHELX | |
| Lord Abbett Ultra Short Bond Fund | 0.28 | 0.24 | 0.22 | 99 | Ultrashort Bond | ISFYX vs LUBYX | |
| Lord Abbett Short Duration Income Fund | 0.29 | 0.34 | 0.32 | 78 | Short-Term Bond | ISFYX vs LALDX | |
| Lord Abbett Short Duration Income Fund | 0.37 | 0.31 | 0.32 | 88 | Total Bond Market | ISFYX vs LLDYX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.38 | 0.57 | 0.62 | 91 | Diversified Portfolio | ISFYX vs FIQDX |
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