Looking to diversify beyond ITRAX? The mutual funds below have historically moved differently from ITRAX, 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 ITRAX
8 mutual funds have low correlation with ITRAX (below 0.3), 1 of which are negatively correlated. The least correlated is Voya Corporate Leaders Trust Fund (LEXCX) (Large Cap Value Equities) with a 1Y correlation of -0.04, down from 0.47 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | -0.04 | 0.30 | 0.47 | 93 | Large Cap Value Equities | ITRAX vs LEXCX | |
| MH Elite Small Cap Fund of Funds Fund | 0.14 | 0.22 | 0.51 | 66 | Diversified Portfolio | ITRAX vs MHELX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.17 | 0.40 | 0.49 | 89 | Diversified Portfolio | ITRAX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.19 | 0.40 | 0.49 | 91 | Diversified Portfolio | ITRAX vs FSIRX | |
| Fidelity Strategic Real Return Fund | 0.19 | 0.41 | 0.50 | 95 | Diversified Portfolio | ITRAX vs FSRRX |
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