Looking to diversify beyond MISEX? The mutual funds below have historically moved differently from MISEX, 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 MISEX
0 mutual funds have low correlation with MISEX (below 0.3), 0 of which are negatively correlated. The least correlated is Goldman Sachs Strategic Volatility Premium Fund (SVPFX) (Large Cap Blend Equities) with a 1Y correlation of 0.35, up from 0.13 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.35 | 0.14 | 0.13 | 96 | Large Cap Blend Equities | MISEX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.43 | 0.32 | 0.38 | 54 | Preferred Stock | MISEX vs ORDNX | |
| Muhlenkamp Fund | 0.48 | 0.62 | 0.68 | 51 | Large Cap Blend Equities | MISEX vs MUHLX | |
| Rock Oak Core Growth Fund | 0.51 | 0.66 | 0.76 | 91 | Large Cap Blend Equities | MISEX vs RCKSX | |
| First Eagle Overseas Fund Class I | 0.53 | 0.52 | 0.60 | 77 | Foreign Large Cap Equities | MISEX vs SGOIX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements MISEX
Add MISEX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with MISEX