Looking to diversify beyond IVGSX? The mutual funds below have the lowest correlation with IVGSX — 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 IVGSX.
Best Diversifiers for IVGSX
0 mutual funds have low correlation with IVGSX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Strategic Value Dividend Fund (SVAIX) (Large Cap Value Equities) with a 1Y correlation of 0.51, down from 0.73 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund | 0.51 | 0.64 | 0.73 | 80 | Large Cap Value Equities | IVGSX vs SVAIX | |
| Hennessy Cornerstone Value Fund | 0.57 | 0.67 | 0.79 | 81 | Large Cap Value Equities | IVGSX vs HFCVX | |
| American Century Equity Income Fund Class I | 0.68 | 0.69 | 0.79 | 52 | Large Cap Value Equities | IVGSX vs ACIIX | |
| Torray Fund | 0.68 | 0.77 | 0.87 | 64 | Large Cap Value Equities | IVGSX vs TORYX | |
| PIMCO RAE US Fund | 0.68 | 0.75 | 0.85 | 92 | Large Cap Value Equities | IVGSX vs PKAIX |
See all 27 diversifiers for IVGSX
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Diversification Analysis
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