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 0.30, down from 0.50 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Cohen & Steers Global Infrastructure Fund Class A | 0.30 | 0.37 | 0.50 | 75 | Global Equities | QDVSX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | 0.34 | 0.44 | 0.58 | 69 | Global Equities | QDVSX vs FGIAX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 0.50 | 0.59 | 0.67 | 66 | Global Equities | QDVSX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.51 | 0.59 | 0.67 | 67 | Global Equities | QDVSX vs VMNVX | |
| Russell Investment Tax-Managed Real Assets Fund | 0.53 | 0.61 | 0.68 | 86 | Global Equities | QDVSX vs RTXAX |
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