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Looking to diversify beyond MPLIX? The mutual funds below have historically moved differently from MPLIX, 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 MPLIX

0 mutual funds have low correlation with MPLIX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes International Strategic Value Dividend Fund (IVFIX) (Foreign Large Cap Equities) with a 1Y correlation of 0.36, down from 0.64 over 5 years.

How candidates are selected

Low-Correlation Stock Ideas

The table shows companies with at least $1B in market capitalization, historical correlation data for MPLIX, and a Risk / Return Rank of 50 or higher. Treat them as research candidates rather than evidence that they will offset a future decline. The least correlated is Capital Southwest Corporation (CSWC) (Financial Services) with a 1Y correlation of 0.37, roughly unchanged from 0.42 over 5 years.

How candidates are selected

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankSector
Capital Southwest Corporation0.370.380.42
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Financial Services

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