Looking to diversify beyond ITIOX? The mutual funds below have historically moved differently from ITIOX, 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 ITIOX
5 mutual funds have low correlation with ITIOX (below 0.3), 0 of which are negatively correlated. The least correlated is SEI Multi-Asset Real Return Fund Class A (SEIAX) (Inflation-Protected Bonds) with a 1Y correlation of 0.01, down from 0.26 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Multi-Asset Real Return Fund Class A | 0.01 | 0.20 | 0.26 | 86 | Inflation-Protected Bonds | ITIOX vs SEIAX | |
| Transamerica Small Cap Value | 0.26 | 0.21 | 0.16 | 93 | Small Cap Value Equities | ITIOX vs TSLTX | |
| Transamerica Small/Mid Cap Value Fund | 0.28 | 0.24 | 0.18 | 76 | Mid Cap Value Equities | ITIOX vs IIVAX | |
| Allspring Real Return Fund | 0.29 | 0.46 | 0.61 | 66 | Inflation-Protected Bonds | ITIOX vs IPBAX | |
| Transamerica Large Value Opportunities | 0.30 | 0.23 | 0.18 | 67 | Large Cap Value Equities | ITIOX vs TLOFX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements ITIOX
Add ITIOX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with ITIOX