Looking to diversify beyond MONTX? The mutual funds below have the lowest correlation with MONTX — 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 MONTX.
Best Diversifiers for MONTX
0 mutual funds have low correlation with MONTX (below 0.3), 0 of which are negatively correlated. The least correlated is ICON Equity Fund (IOLZX) (Large Cap Growth Equities) with a 1Y correlation of 0.68, roughly unchanged from 0.74 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| ICON Equity Fund | 0.68 | 0.63 | 0.74 | 84 | Large Cap Growth Equities | MONTX vs IOLZX | |
| Vanguard PRIMECAP Fund Investor Shares | 0.81 | 0.83 | 0.88 | 94 | Large Cap Growth Equities | MONTX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 0.82 | 0.83 | 0.87 | 93 | Large Cap Growth Equities | MONTX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 0.83 | 0.83 | 0.88 | 91 | Large Cap Growth Equities | MONTX vs VHCAX | |
| Rydex S&P 500 Pure Growth Fund | 0.86 | 0.85 | 0.86 | 62 | Large Cap Growth Equities | MONTX vs RYGRX |
To view more results, upgrade your current subscription plan.
Build a portfolio that complements MONTX
Add MONTX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.
Analyze a portfolio with MONTX