Looking to diversify beyond IVGTX? The mutual funds below have the lowest correlation with IVGTX — 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 IVGTX.
Best Diversifiers for IVGTX
3 mutual funds have low correlation with IVGTX (below 0.3), 0 of which are negatively correlated. The least correlated is GMO Climate Change Fund (GCCHX) (Global Equities) with a 1Y correlation of 0.20, down from 0.48 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| GMO Climate Change Fund | 0.20 | 0.37 | 0.48 | 87 | Global Equities | IVGTX vs GCCHX | |
| T. Rowe Price Global Technology Fund I Class | 0.23 | 0.40 | 0.53 | 87 | Technology Equities, Global Equities | IVGTX vs PGTIX | |
| New Alternatives Fund | 0.27 | 0.40 | 0.54 | 59 | Global Equities | IVGTX vs NALFX | |
| Calvert Global Energy Solutions Fund | 0.32 | 0.46 | 0.60 | 80 | Global Equities | IVGTX vs CAEIX | |
| Russell Investment Tax-Managed Real Assets Fund | 0.32 | 0.47 | 0.59 | 76 | Global Equities | IVGTX vs RTXAX |
See all 28 diversifiers for IVGTX
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