Looking to diversify beyond MXCPX? The mutual funds below have the lowest correlation with MXCPX — 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 MXCPX.
Best Diversifiers for MXCPX
1 mutual funds have low correlation with MXCPX (below 0.3), 0 of which are negatively correlated. The least correlated is MH Elite Small Cap Fund of Funds Fund (MHELX) (Diversified Portfolio) with a 1Y correlation of 0.07, down from 0.44 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| MH Elite Small Cap Fund of Funds Fund | 0.07 | 0.19 | 0.44 | 70 | Diversified Portfolio | MXCPX vs MHELX | |
| Concorde Wealth Management Fund | 0.43 | 0.57 | 0.63 | 55 | Diversified Portfolio | MXCPX vs CONWX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.44 | 0.60 | 0.62 | 82 | Diversified Portfolio | MXCPX vs FCSRX | |
| Fidelity Strategic Real Return Fund Class K6 | 0.45 | 0.61 | 0.62 | 88 | Diversified Portfolio | MXCPX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.45 | 0.60 | 0.62 | 88 | Diversified Portfolio | MXCPX vs FIQDX |
See all 46 diversifiers for MXCPX
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