Looking to diversify beyond NEAIX? The mutual funds below have the lowest correlation with NEAIX — 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 NEAIX.
Best Diversifiers for NEAIX
1 mutual funds have low correlation with NEAIX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes MDT Small Cap Growth Fund (QISGX) (Small Cap Growth Equities) with a 1Y correlation of 0.29, down from 0.70 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes MDT Small Cap Growth Fund | 0.29 | 0.56 | 0.70 | 66 | Small Cap Growth Equities | NEAIX vs QISGX | |
| Aegis Value Fund | 0.47 | 0.51 | 0.52 | 94 | Small Cap Value Equities | NEAIX vs AVALX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 0.66 | 0.67 | 0.70 | 55 | Large Cap Growth Equities, Foreign Large Cap Equities | NEAIX vs VTMGX | |
| Avantis Emerging Markets Equity Fund | 0.67 | 0.64 | 0.64 | 88 | Emerging Markets Diversified | NEAIX vs AVEEX | |
| Fidelity OTC Portfolio | 0.69 | 0.71 | 0.77 | 92 | Large Cap Growth Equities | NEAIX vs FOCPX |
See all 49 diversifiers for NEAIX
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