Looking to diversify beyond MRFOX? The mutual funds below have historically moved differently from MRFOX, 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 MRFOX
38 mutual funds have low correlation with MRFOX (below 0.3), 0 of which are negatively correlated. The least correlated is Fidelity OTC K6 Portfolio (FOKFX) (Large Cap Growth Equities) with a 1Y correlation of 0.01, down from 0.47 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Fidelity OTC K6 Portfolio | 0.01 | 0.27 | 0.47 | 59 | Large Cap Growth Equities | MRFOX vs FOKFX | |
| Fidelity OTC Portfolio Class K | 0.01 | 0.27 | 0.47 | 72 | Large Cap Growth Equities | MRFOX vs FOCKX | |
| Fidelity OTC Portfolio | 0.02 | 0.27 | 0.47 | 72 | Large Cap Growth Equities | MRFOX vs FOCPX | |
| American Funds The New Economy Fund Class F-1 | 0.05 | 0.37 | 0.54 | 68 | Large Cap Growth Equities | MRFOX vs ANFFX | |
| Fidelity Series Growth Company Fund | 0.06 | 0.31 | 0.49 | 71 | Large Cap Growth Equities | MRFOX vs FCGSX |
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Low-Correlation Stock Ideas
The table shows companies with at least $1B in market capitalization, historical correlation data for MRFOX, 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 Sterling Infrastructure, Inc. (STRL) (Industrials) with a 1Y correlation of -0.08, down from 0.33 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Sector |
|---|---|---|---|---|---|---|
| Sterling Infrastructure, Inc. | -0.08 | 0.20 | 0.33 | 85 | Industrials | |
| Eli Lilly and Company | 0.21 | 0.26 | 0.29 | 79 | Healthcare | |
| Berkshire Hathaway Inc. | 0.47 | 0.55 | 0.63 | 61 | Financial Services |
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