Looking to diversify beyond KCGIX? The mutual funds below have historically moved differently from KCGIX, 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 KCGIX
2 mutual funds have low correlation with KCGIX (below 0.3), 1 of which are negatively correlated. The least correlated is Knights of Columbus Long/Short Equity Fund (KCEIX) (Long-Short) with a 1Y correlation of -0.15, down from 0.13 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Knights of Columbus Long/Short Equity Fund | -0.15 | 0.23 | 0.13 | 96 | Long-Short | KCGIX vs KCEIX | |
| Knights of Columbus Limited Duration Fund | 0.23 | 0.11 | 0.12 | 96 | Short-Term Bond | KCGIX vs KCLIX | |
| Knights of Columbus Large Cap Value Fund | 0.48 | 0.56 | 0.68 | 95 | Large Cap Value Equities | KCGIX vs KCVIX | |
| Knights of Columbus Small Cap Fund | 0.65 | 0.66 | 0.74 | 88 | Small Cap Blend Equities | KCGIX vs KCSIX | |
| Davis New York Venture Fund Class Y | 0.65 | 0.70 | 0.76 | 90 | Large Cap Growth Equities | KCGIX vs DNVYX |
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