Looking to diversify beyond QDVSX? The mutual funds below have the lowest correlation with QDVSX — 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 QDVSX.
Best Diversifiers for QDVSX
0 mutual funds have low correlation with QDVSX (below 0.3), 0 of which are negatively correlated. The least correlated is Cohen & Steers Global Infrastructure Fund Class A (CSUAX) (Global Equities) with a 1Y correlation of 0.35, down from 0.51 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Cohen & Steers Global Infrastructure Fund Class A | 0.35 | 0.39 | 0.51 | 51 | Global Equities | QDVSX vs CSUAX | |
| Russell Investment Tax-Managed Real Assets Fund | 0.55 | 0.62 | 0.69 | 76 | Global Equities | QDVSX vs RTXAX | |
| Wasatch Global Value Fund Investor Class Shares | 0.61 | 0.55 | 0.63 | 86 | Global Equities | QDVSX vs FMIEX | |
| SEI Institutional Investments Trust Global Managed... | 0.65 | 0.63 | 0.68 | 61 | Global Equities | QDVSX vs SGMAX | |
| Polaris Global Value Fund | 0.66 | 0.69 | 0.74 | 92 | Global Equities | QDVSX vs PGVFX |
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