Looking to diversify beyond MABDX? The mutual funds below have historically moved differently from MABDX, 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 MABDX
1 mutual funds have low correlation with MABDX (below 0.3), 0 of which are negatively correlated. The least correlated is Mutual of America Small Cap Growth Fund (MAGKX) (Small Cap Growth Equities) with a 1Y correlation of 0.29, up from 0.16 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Mutual of America Small Cap Growth Fund | 0.29 | 0.22 | 0.16 | 66 | Small Cap Growth Equities | MABDX vs MAGKX | |
| Mutual of America All America Fund | 0.33 | 0.25 | 0.16 | 67 | Large Cap Blend Equities | MABDX vs MAAKX | |
| Mutual of America Mid-Cap Equity Index Fund | 0.36 | 0.25 | 0.16 | 61 | Mid Cap Blend Equities | MABDX vs MAMEX | |
| Mutual of America 2055 Retirement Fund | 0.38 | 0.30 | 0.20 | 72 | Target Retirement Date | MABDX vs MUROX | |
| Mutual of America Investment Corporation - 2050 Re... | 0.38 | 0.30 | 0.21 | 72 | Target Retirement Date | MABDX vs MURNX |
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