Looking to diversify beyond NAINX? The mutual funds below have historically moved differently from NAINX, 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 NAINX
16 mutual funds have low correlation with NAINX (below 0.3), 2 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.27, down from 0.01 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.27 | -0.09 | 0.01 | 83 | Diversified Portfolio | NAINX vs SIFAX | |
| Virtus Duff & Phelps Select MLP and Energy Fund | -0.12 | 0.22 | 0.36 | 85 | Energy Equities | NAINX vs VLPIX | |
| MH Elite Small Cap Fund of Funds Fund | 0.05 | 0.15 | 0.49 | 66 | Diversified Portfolio | NAINX vs MHELX | |
| Virtus Duff & Phelps Global Infrastructure Fund | 0.20 | 0.36 | 0.49 | 62 | Infrastructure Equities, Energy Equities | NAINX vs PGUAX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.24 | 0.44 | 0.50 | 89 | Diversified Portfolio | NAINX vs FCSRX |
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