Looking to diversify beyond IWIRX? The mutual funds below have the lowest correlation with IWIRX — 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 IWIRX.
Best Diversifiers for IWIRX
0 mutual funds have low correlation with IWIRX (below 0.3), 0 of which are negatively correlated. The least correlated is Baron Partners Fund (BPTRX) (Large Cap Growth Equities) with a 1Y correlation of 0.50, down from 0.66 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Baron Partners Fund | 0.50 | 0.58 | 0.66 | 72 | Large Cap Growth Equities | IWIRX vs BPTRX | |
| Guinness Atkinson Asia Focus Fund | 0.65 | 0.68 | 0.66 | 65 | Asia Pacific Equities | IWIRX vs IASMX | |
| ICON Equity Fund | 0.67 | 0.64 | 0.73 | 84 | Large Cap Growth Equities | IWIRX vs IOLZX | |
| Adams Diversified Equity Fund, Inc. | 0.68 | 0.75 | 0.83 | 67 | Large Cap Blend Equities | IWIRX vs ADX | |
| One Rock Fund | 0.69 | 0.77 | 0.81 | 87 | Large Cap Growth Equities | IWIRX vs ONERX |
See all 27 diversifiers for IWIRX
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