Looking to diversify beyond IVSOX? The mutual funds below have the lowest correlation with IVSOX — 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 IVSOX.
Best Diversifiers for IVSOX
1 mutual funds have low correlation with IVSOX (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 0.12, down from 0.50 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 0.12 | 0.39 | 0.50 | 53 | Large Cap Value Equities | IVSOX vs LEXCX | |
| Federated Hermes MDT Small Cap Growth Fund | 0.33 | 0.65 | 0.79 | 66 | Small Cap Growth Equities | IVSOX vs QISGX | |
| American Funds Capital Income Builder Class A | 0.58 | 0.65 | 0.71 | 60 | Diversified Portfolio | IVSOX vs CAIBX | |
| Voya Russell Large Cap Value Index Portfolio | 0.72 | 0.70 | 0.74 | 89 | Large Cap Value Equities | IVSOX vs IRVIX | |
| Voya Russell Large Cap Index Portfolio | 0.74 | 0.75 | 0.80 | 75 | Large Cap Blend Equities | IVSOX vs IIRLX |
See all 17 diversifiers for IVSOX
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