Looking to diversify beyond POLIX? The mutual funds below have historically moved differently from POLIX, 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 POLIX
0 mutual funds have low correlation with POLIX (below 0.3), 0 of which are negatively correlated. The least correlated is American Growth Fund Series One (AMRGX) (Large Cap Growth Equities) with a 1Y correlation of 0.44, down from 0.70 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| American Growth Fund Series One | 0.44 | 0.58 | 0.70 | 56 | Large Cap Growth Equities | POLIX vs AMRGX | |
| ICON Equity Fund | 0.49 | 0.49 | 0.63 | 80 | Large Cap Growth Equities | POLIX vs IOLZX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 0.55 | 0.53 | 0.62 | 76 | Foreign Large Cap Equities | POLIX vs VTMGX | |
| PRIMECAP Odyssey Growth Fund | 0.60 | 0.63 | 0.75 | 89 | Large Cap Blend Equities | POLIX vs POGRX | |
| Chase Growth Fund | 0.61 | 0.67 | 0.74 | 82 | Large Cap Growth Equities | POLIX vs CHASX |
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