PortfoliosLab logoPortfoliosLab logo

Looking to diversify beyond ITCSX? The mutual funds below have historically moved differently from ITCSX, 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 ITCSX

10 mutual funds have low correlation with ITCSX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.28, down from 0.07 over 5 years.

How candidates are selected

Diversification Analysis

Build a portfolio that complements ITCSX

Add ITCSX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with ITCSX