Looking to diversify beyond IVGSX? The mutual funds below have historically moved differently from IVGSX, 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 IVGSX
0 mutual funds have low correlation with IVGSX (below 0.3), 0 of which are negatively correlated. The least correlated is Voya Corporate Leaders Trust Fund (LEXCX) (Large Cap Value Equities) with a 1Y correlation of 0.32, down from 0.69 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 | 0.32 | 0.56 | 0.69 | 94 | Large Cap Value Equities | IVGSX vs LEXCX | |
| AMG Yacktman Focused Fund | 0.35 | 0.59 | 0.74 | 93 | Large Cap Value Equities | IVGSX vs YAFFX | |
| Buffalo Flexible Income Fund | 0.37 | 0.60 | 0.75 | 88 | Large Cap Value Equities | IVGSX vs BUFBX | |
| Federated Hermes Strategic Value Dividend Fund | 0.43 | 0.61 | 0.72 | 95 | Large Cap Value Equities | IVGSX vs SVAIX | |
| AMG Yacktman Fund | 0.49 | 0.69 | 0.82 | 95 | Large Cap Value Equities | IVGSX vs YACKX |
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