Looking to diversify beyond MRGCX? The mutual funds below have the lowest correlation with MRGCX — 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 MRGCX.
Best Diversifiers for MRGCX
0 mutual funds have low correlation with MRGCX (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 0.34, up from 0.13 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 0.34 | 0.16 | 0.13 | 96 | Large Cap Blend Equities | MRGCX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 0.51 | 0.35 | 0.41 | 69 | Large Cap Blend Equities | MRGCX vs ORDNX | |
| MFS Value Fund | 0.61 | 0.70 | 0.80 | 53 | Large Cap Value Equities | MRGCX vs MEIKX | |
| MFS Value Fund Class I | 0.61 | 0.70 | 0.80 | 52 | Large Cap Value Equities | MRGCX vs MEIIX | |
| Rock Oak Core Growth Fund | 0.67 | 0.76 | 0.84 | 80 | Large Cap Blend Equities | MRGCX vs RCKSX |
See all 34 diversifiers for MRGCX
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