Looking to diversify beyond IVRSX? The mutual funds below have historically moved differently from IVRSX, 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 IVRSX
3 mutual funds have low correlation with IVRSX (below 0.3), 1 of which are negatively correlated.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| TIAA Real Estate Account | -0.22 | — | — | 99 | REIT | IVRSX vs QREARX | |
| Redwood Real Estate Income Fund | 0.04 | — | — | 100 | REIT | IVRSX vs CREMX | |
| Voya Russell Large Cap Index Portfolio | 0.18 | 0.38 | 0.54 | 51 | Large Cap Blend Equities | IVRSX vs IIRLX | |
| Voya Corporate Leaders Trust Fund | 0.39 | 0.48 | 0.54 | 93 | Large Cap Value Equities | IVRSX vs LEXCX | |
| Fidelity Series Real Estate Income Fund | 0.39 | 0.47 | 0.63 | 87 | REIT | IVRSX vs FSREX |
See all 45 diversifiers for IVRSX
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