Looking to diversify beyond MCSFX? The mutual funds below have historically moved differently from MCSFX, 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 MCSFX
16 mutual funds have low correlation with MCSFX (below 0.3), 8 of which are negatively correlated. The least correlated is Causeway International Value Fund (CIVVX) (Foreign Large Cap Equities) with a 1Y correlation of -0.07, down from 0.20 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Causeway International Value Fund | -0.07 | 0.13 | 0.20 | 52 | Foreign Large Cap Equities | MCSFX vs CIVVX | |
| American Funds American Mutual Fund Class F-3 | -0.03 | 0.06 | 0.18 | 65 | Large Cap Value Equities | MCSFX vs AFMFX | |
| T. Rowe Price Dividend Growth Fund, Inc. | -0.02 | 0.06 | 0.14 | 77 | Large Cap Blend Equities, Dividend | MCSFX vs PRDGX | |
| Victory Sycamore Small Company Opportunity Fund | -0.01 | 0.08 | 0.17 | 59 | Small Cap Value Equities | MCSFX vs GOGFX | |
| MFS Value Fund | -0.01 | 0.06 | 0.16 | 67 | Large Cap Value Equities | MCSFX vs MEIAX |
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