Looking to diversify beyond RCLVX? The mutual funds below have the lowest correlation with RCLVX — 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 RCLVX.
Best Diversifiers for RCLVX
2 mutual funds have low correlation with RCLVX (below 0.3), 1 of which are negatively correlated. The least correlated is SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund (SIFAX) (Diversified Portfolio) with a 1Y correlation of -0.12, down from 0.16 over 5 years.
| Symbol | Name | Correlation 1Y | Correlation 3Y | Correlation 5Y | Risk / Return Rank | Category | Compare |
|---|---|---|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | -0.12 | 0.08 | 0.16 | 60 | Diversified Portfolio | RCLVX vs SIFAX | |
| MH Elite Small Cap Fund of Funds Fund | 0.05 | 0.13 | 0.33 | 67 | Diversified Portfolio | RCLVX vs MHELX | |
| Concorde Wealth Management Fund | 0.31 | 0.42 | 0.48 | 73 | Diversified Portfolio | RCLVX vs CONWX | |
| Standpoint Multi-Asset Fund Institutional | 0.39 | 0.32 | 0.28 | 80 | Diversified Portfolio | RCLVX vs BLNDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 0.39 | 0.54 | 0.56 | 90 | Diversified Portfolio | RCLVX vs FSIRX |
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