Looking to diversify beyond QUERX? The mutual funds below have historically moved differently from QUERX, 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 QUERX
6 mutual funds have low correlation with QUERX (below 0.3), 3 of which are negatively correlated. The least correlated is AQR Style Premia Alternative Fund - Class I (QSPIX) (Multistrategy) with a 1Y correlation of -0.05, roughly unchanged from -0.10 over 5 years.
How candidates are selected| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| AQR Style Premia Alternative Fund - Class I | -0.05 | -0.01 | -0.10 | 89 | Multistrategy | QUERX vs QSPIX | |
| AQR Managed Futures Strategy HV Fund | -0.04 | -0.01 | -0.14 | 81 | Systematic Trend | QUERX vs QMHIX | |
| AQR Managed Futures Strategy Fund - Class I | -0.04 | -0.01 | -0.14 | 90 | Systematic Trend | QUERX vs AQMIX | |
| AQR Alternative Risk Premia Fund - Class I | 0.24 | 0.18 | -0.01 | 98 | Multistrategy | QUERX vs QRPIX | |
| North Square Preferred and Income Securities Fund | 0.28 | 0.26 | 0.36 | 54 | Preferred Stock | QUERX vs ORDNX |
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