Looking to diversify beyond QKACX? The mutual funds below have historically moved differently from QKACX, 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 QKACX
14 mutual funds have low correlation with QKACX (below 0.3), 0 of which are negatively correlated. The least correlated is Federated Hermes Strategic Value Dividend Fund Class A (SVAAX) (Dividend) with a 1Y correlation of 0.06, down from 0.46 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund Cla... | 0.06 | 0.27 | 0.46 | 93 | Dividend | QKACX vs SVAAX | |
| Rock Oak Core Growth Fund | 0.19 | 0.48 | 0.70 | 89 | Large Cap Blend Equities | QKACX vs RCKSX | |
| Barrett Opportunity Fund | 0.22 | 0.47 | 0.69 | 81 | Large Cap Blend Equities | QKACX vs SAOPX | |
| Muhlenkamp Fund | 0.22 | 0.45 | 0.60 | 59 | Large Cap Blend Equities | QKACX vs MUHLX | |
| Brandes Small Cap Value Fund | 0.23 | 0.41 | 0.58 | 92 | Small Cap Value Equities | QKACX vs BSCMX |
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